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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $1.91B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 83 reducing their positions, and 24 closing their positions.

Holders
283
Holders Change
+19
Holders Change %
+7.2%
% 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
49
Increased
123
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$657M
2
Goldman Sachs
2
Goldman Sachs
New York
$85M
3
PI
3
PFS Investments
Georgia
$13.3M
4
Franklin Resources
4
Franklin Resources
California
$9.08M
5
DWA
5
Divergent Wealth Advisors
Utah
$7.84M

Top Sellers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$0
2
Jane Street
2
Jane Street
New York
$8.2M
3
Northern Trust
3
Northern Trust
Illinois
$36.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
B
5
Barings
North Carolina
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$965K 20,646 +11,620 +129%
SCM
102
Stonehearth Capital Management
Massachusetts
$955K 20,439 -1,496 -7%
MMA
103
Miracle Mile Advisors
California
$926K 19,808 +15,062 +317%
TPCW
104
TD Private Client Wealth
New York
$921K 19,702 -4,271 -18%
LFA
105
Legacy Financial Advisors
Kentucky
$918K 19,631 -420 -2%
AWM
106
Aprio Wealth Management
Georgia
$903K 19,314 +14,067 +268%
RSWM
107
Robertson Stephens Wealth Management
California
$886K 18,949 +18,949 New
EWA
108
EP Wealth Advisors
California
$878K 18,775 +6,055 +48%
ODIJL
109
One Day In July LLC
Vermont
$869K 18,593 -7,121 -28%
SFA
110
Sequoia Financial Advisors
Ohio
$824K 17,634 -2,681 -13%
BFA
111
Bluestem Financial Advisors
Illinois
$802K 17,158 +115 +0.7%
PHIC
112
Pine Haven Investment Counsel
Massachusetts
$802K 17,156 +150 +0.9%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$800K 17,111 – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$794K 16,993 +8,926 +111%
CPWMP
115
Cardinal Point Wealth Management Partners
California
$781K 16,710 +11,750 +237%
CPCM
116
Cardinal Point Capital Management
Ontario, Canada
$781K 16,710 +16,710 New
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$767K 15,949 +977 +7%
OPS
118
Orion Portfolio Solutions
Nebraska
$762K 16,298 +84 +0.5%
OWM
119
Orgel Wealth Management
Wisconsin
$756K 16,182 +16,182 New
LWMG
120
Levy Wealth Management Group
Pennsylvania
$750K 16,047 +443 +3%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$728K 15,570 +1,653 +12%
HI
122
Harbour Investments
Wisconsin
$717K 15,336 -2,760 -15%
OIA
123
OneDigital Investment Advisors
Kansas
$709K 15,167 -5,334 -26%
DI
124
DFPG Investments
Utah
$707K 14,752 +14,752 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$700K 14,969 -14,053 -48%
3 4
5
6 7