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iShares ESG Aware US Aggregate Bond ETF

264 hedge funds and large institutions have $1.74B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 24 closing their positions.

Holders
264
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
132
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$826K 17,778 +224 +1%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$795K 17,111 +2,930 +21%
BFA
103
Bluestem Financial Advisors
Illinois
$791K 17,043 +9,551 +127%
PHIC
104
Pine Haven Investment Counsel
Massachusetts
$790K 17,006 -200 -1%
SWG
105
Summit Wealth Group
Vermont
$765K 16,483 +3,911 +31%
OPS
106
Orion Portfolio Solutions
Nebraska
$753K 16,214 +986 +6%
SQA
107
Simon Quick Advisors
New Jersey
$746K 16,063
Jones Financial Companies
108
Jones Financial Companies
Missouri
$736K 15,857 +4,150 +35%
LWMG
109
Levy Wealth Management Group
Pennsylvania
$725K 15,604 +2,314 +17%
CFG
110
Citizens Financial Group
Rhode Island
$712K 15,325 +5,639 +58%
RA
111
RFG Advisory
Alabama
$709K 15,590 -5,726 -27%
TC
112
Trust Company
Kansas
$706K 15,204 +4,869 +47%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$691K 14,972 -88,217 -85%
KL
114
KilterHowling LLC
Colorado
$685K 14,753 -3,776 -20%
MNG
115
Manning & Napier Group
New York
IWC
116
Integrated Wealth Concepts
Massachusetts
$675K 14,525 -6,298 -30%
SFS
117
Sowell Financial Services
Arkansas
$665K 14,311 +14,311 New
DADC
118
D.A. Davidson & Co
Montana
$662K 14,252
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$652K 14,033 -1,162 -8%
TF
120
TimeScale Financial
Massachusetts
$648K 13,948 -32 -0.2%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$646K 13,917 +582 +4%
PA
122
Parallel Advisors
California
$644K 13,860 -1,352 -9%
WP
123
WealthSource Partners
California
$629K 13,548 +4,026 +42%
NYLIM
124
New York Life Investment Management
New York
$622K 13,391 +8,451 +171%
EPP
125
ETF Portfolio Partners
Kansas
$619K 13,331 -150 -1%