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iShares ESG Aware US Aggregate Bond ETF

158 hedge funds and large institutions have $933M invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
91
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
101
TD Private Client Wealth
New York
$327K +$245K +4,485 +303%
GW
102
GW & Wade
Massachusetts
$312K +$42.4K +774 +16%
CL
103
CPWM LLC
Washington
$310K +$438 +8 +0.1%
PFA
104
Pure Financial Advisors
California
$290K +$290K +5,302 New
HGWM
105
Harvest Group Wealth Management
Massachusetts
$286K +$147K +2,680 +106%
BIA
106
Bigelow Investment Advisors
Maine
$285K +$23.9K +436 +9%
T
107
TrueFG
Texas
$281K +$58.9K +1,076 +27%
V
108
Veritable
Delaware
$274K +$41.5K +758 +18%
Northern Trust
109
Northern Trust
Illinois
$252K +$127K +231,718 +101%
FCB
110
First Command Bank
Texas
$247K +$247K +4,517 New
FCFS
111
First Command Financial Services
Texas
$247K +$247K +4,517 New
WWM
112
Western Wealth Management
Colorado
$246K +$246K +4,504 New
AWC
113
Abundance Wealth Counselors
Pennsylvania
$241K +$241K +4,404 New
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$238K
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$20.2K -368 -8%
CFG
116
Cooper Financial Group
California
$219K -$4.1K -75 -2%
G
117
GenTrust
Florida
$211K -$26.8K -490 -11%
FIG
118
FundX Investment Group
California
$210K +$210K +3,845 New
ACM
119
Advisors Capital Management
New Jersey
$206K +$206K +3,774 New
FCIM
120
Fairview Capital Investment Management
California
$201K
IA
121
IFP Advisors
Florida
$188K +$186K +3,381 +7,863%
COCM
122
Charter Oak Capital Management
New Hampshire
$137K +$21.9K +402 +19%
Morgan Stanley
123
Morgan Stanley
New York
$130K +$54.5K +992 +72%
BWM
124
BerganKDV Wealth Management
Minnesota
$126K
RIM
125
Rockbridge Investment Management
New York
$113K +$19K +346 +20%