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iShares ESG Aware US Aggregate Bond ETF

260 hedge funds and large institutions have $1.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 18 closing their positions.

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
103
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$859K 17,554 -1,189 -6%
CT
102
Cambridge Trust
Massachusetts
$852K 17,408 -29,763 -63%
PHIC
103
Pine Haven Investment Counsel
Massachusetts
$842K 17,206 -400 -2%
DHFB
104
Dixon Hubard Feinour & Brown
Virginia
$835K 17,062 +959 +6%
SQA
105
Simon Quick Advisors
New Jersey
$795K 16,063 +16,063 New
OPS
106
Orion Portfolio Solutions
Nebraska
$745K 15,228 +1,106 +8%
PA
107
Parallel Advisors
California
$744K 15,212 -1,115 -7%
HWMA
108
Heritage Wealth Management (Arizona)
Arizona
$744K 15,195 -2,391 -14%
DADC
109
D.A. Davidson & Co
Montana
$697K 14,252 +5,979 +72%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$694K 14,181 +14,181 New
ODIJL
111
One Day In July LLC
Vermont
$692K 14,143 -7,317 -34%
TF
112
TimeScale Financial
Massachusetts
$684K 13,980 +31 +0.2%
IFWM
113
Institute for Wealth Management
Colorado
$667K 13,626 +1,437 +12%
FMN
114
Financial Management Network
California
$665K 13,491 -1,884 -12%
AWM
115
Axxcess Wealth Management
California
$663K 13,549 -5,011 -27%
EPP
116
ETF Portfolio Partners
Kansas
$660K 13,481 +10 +0.1%
ASFA
117
All Season Financial Advisors
Colorado
$657K 13,415 +13,415 New
WFAG
118
Wescott Financial Advisory Group
Pennsylvania
$653K 13,335 +2,634 +25%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$651K 13,310 +13,310 New
LWMG
120
Levy Wealth Management Group
Pennsylvania
$650K 13,290 -47 -0.4%
ASN
121
Advisory Services Network
Georgia
$628K 12,831 -35,356 -73%
SWG
122
Summit Wealth Group
Vermont
$615K 12,572 +577 +5%
Mariner
123
Mariner
Kansas
$613K 12,542 +12,542 New
HGWM
124
Harvest Group Wealth Management
Massachusetts
$606K 12,090 -114 -0.9%
MNG
125
Manning & Napier Group
New York