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iShares ESG Aware US Aggregate Bond ETF

138 hedge funds and large institutions have $526M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
64
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DP
101
Denver PWM
Colorado
$213K 3,761 +3,761 New
CFG
102
Citizens Financial Group
Rhode Island
$212K 3,749 +3,749 New
HighTower Advisors
103
HighTower Advisors
Illinois
$208K 3,648 +3,648 New
FCIM
104
Fairview Capital Investment Management
California
$207K 3,675
FFA
105
First Foundation Advisors
California
$207K 3,662 +3,662 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$202K 3,580 +19 +0.5%
HGWM
107
Harvest Group Wealth Management
Massachusetts
$143K 2,525 +23 +0.9%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$142K 2,518
BWM
109
BerganKDV Wealth Management
Minnesota
$130K 2,306
COCM
110
Charter Oak Capital Management
New Hampshire
$119K 2,109 +2,109 New
NFG
111
Next Financial Group
Texas
$106K 1,866 -2,416 -56%
TF
112
TimeScale Financial
Massachusetts
$101K 1,781 +350 +24%
RIM
113
Rockbridge Investment Management
New York
$97K 1,715 +35 +2%
TPCW
114
TD Private Client Wealth
New York
$83.8K 1,482 +1,482 New
Morgan Stanley
115
Morgan Stanley
New York
$78K 1,376 +225 +20%
SWM
116
Sugarloaf Wealth Management
Georgia
$77K 1,359 +293 +27%
WFA
117
Wells Financial Advisors
Massachusetts
$69K 1,218 +1,218 New
IA
118
IFS Advisors
Kansas
$59K 1,051 +1,051 New
SFPG
119
Stonebridge Financial Planning Group
Florida
$51K 900
SFS
120
Sowell Financial Services
Arkansas
$50K 879 +4 +0.5%
GSAM
121
Grant Street Asset Management
Pennsylvania
$39K 697 +697 New
FPW
122
Flagship Private Wealth
Massachusetts
$36.8K 654 +654 New
AIP
123
Ameritas Investment Partners
Nebraska
$24K 430 +430 New
FF
124
FourThought Financial
Florida
$24K 438 +438 New
PAI
125
Pittenger & Anderson Inc
Nebraska
$20K 359 +94 +35%