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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$3.53M 76,031 -2,981 -4%
PA
77
Parkside Advisors
California
$3.43M 73,928 +13,699 +23%
BC
78
Brio Consultants
California
$3.35M 72,127 +10,002 +16%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M 68,601 +661 +1%
AssetMark Inc
80
AssetMark Inc
California
$3.1M 66,819 +9,113 +16%
COCM
81
Charter Oak Capital Management
New Hampshire
$3.05M 65,739 +13,960 +27%
BMC
82
Bear Mountain Capital
Washington
$2.98M 64,134 +10,463 +19%
OIA
83
OneDigital Investment Advisors
Kansas
$2.98M 64,077 -1,673 -3%
LSAG
84
Lake Street Advisors Group
New Hampshire
$2.96M 63,719 – –
HGWM
85
Horst & Graben Wealth Management
Oregon
$2.95M 63,612 +3,013 +5%
OFG
86
Omega Financial Group
California
$2.9M 62,416 +3,119 +5%
RFA
87
RTD Financial Advisors
Pennsylvania
$2.89M 62,309 +3,871 +7%
OMC
88
Old Mission Capital
Illinois
$2.89M 62,192 +62,192 New
OPS
89
Orion Portfolio Solutions
Nebraska
$2.87M 61,897 +1,416 +2%
BCI
90
Brinker Capital Investments
Pennsylvania
$2.87M 61,897 +1,416 +2%
TC
91
Trilogy Capital
California
$2.87M 61,816 -2,748 -4%
BDFN
92
Bond & Devick Financial Network
Minnesota
$2.83M 58,262 – –
B
93
Barings
North Carolina
$2.83M 60,909 -27,995 -31%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$2.77M 59,554 -1,214 -2%
GI
95
Gradient Investments
Minnesota
$2.75M 59,263 +2,351 +4%
JFA
96
JNBA Financial Advisors
Minnesota
$2.71M 58,249 +19,669 +51%
EH
97
Equitable Holdings
New York
$2.63M 56,688 +2,343 +4%
SPA
98
Sentinel Pension Advisors
Massachusetts
$2.63M 56,598 +1,025 +2%
EWA
99
EP Wealth Advisors
California
$2.63M 56,525 -1,439 -2%
MCFP
100
Mallini Complete Financial Planning
Florida
$2.55M 54,877 +54,877 New
2 3
4
5 6