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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
NYLIM
101
New York Life Investment Management
New York
$2.15M 44,979 +44,979 New
WP
102
WealthSource Partners
California
$2.11M 44,150 -10,000 -18%
Principal Financial Group
103
Principal Financial Group
Iowa
$2.1M 44,045 +12,661 +40%
MWM
104
Modera Wealth Management
New Jersey
$2.02M 42,338 -772 -2%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$2M 41,936 +41,936 New
EFM
106
Eley Financial Management
Vermont
$1.98M 41,426 +36,433 +730%
RBA
107
Richard Bernstein Advisors
New York
$1.95M 40,925 -17,890 -30%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$1.95M 40,832 +2,503 +7%
LRWA
109
Long Run Wealth Advisors
New York
$1.92M 40,298 +58 +0.1%
FPCP
110
Fort Point Capital Partners
California
$1.86M 38,884 +30,574 +368%
BFA
111
Bluestem Financial Advisors
Illinois
$1.85M 38,732 +4,127 +12%
BCM
112
Brookstone Capital Management
Illinois
$1.78M 37,262 -3,123 -8%
ASN
113
Advisory Services Network
Georgia
$1.77M 37,042 -760 -2%
UB
114
UMB Bank
Missouri
$1.69M 35,356 – –
BMD
115
Better Money Decisions
New Mexico
$1.59M 33,260 -700 -2%
FG
116
Foster Group
Iowa
$1.53M 33,798 – –
OIA
117
OneDigital Investment Advisors
Kansas
$1.49M 31,181 -5,284 -14%
SAG
118
SageView Advisory Group
California
– – -15,751 Closed
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.46M 30,579 +5,547 +22%
RIS
120
Retirement Income Solutions
Michigan
$1.42M 29,760 -643 -2%
SPA
121
Sentinel Pension Advisors
Massachusetts
$1.41M 29,534 -690 -2%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$1.37M 28,746 +347 +1%
BAAM
123
Baker Avenue Asset Management
California
$1.37M 28,726 +327 +1%
AIA
124
Ally Invest Advisors
North Carolina
$1.31M 27,522 +2,821 +11%
OPS
125
Orion Portfolio Solutions
Nebraska
$1.3M 27,446 -2,482 -8%
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5
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