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iShares ESG Aware US Aggregate Bond ETF

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
126
Bluestem Financial Advisors
Illinois
$828K 17,220 +62 +0.4%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$822K 17,111
Stifel Financial
128
Stifel Financial
Missouri
$809K 16,843 -5,327 -24%
HPM
129
Hoxton Planning & Management
West Virginia
$807K 16,787 +16,787 New
Principal Financial Group
130
Principal Financial Group
Iowa
$782K 16,265 +16,265 New
WIA
131
World Investment Advisors
California
$775K 16,133 +11,672 +262%
OWM
132
Orgel Wealth Management
Wisconsin
$771K 16,044 -138 -0.9%
KL
133
KilterHowling LLC
Colorado
$764K 15,902 +1,512 +11%
CA
134
Cetera Advisors
Colorado
$761K 15,839 +15,839 New
CW
135
CreativeOne Wealth
Kansas
$754K 15,688 +5,249 +50%
DPI
136
Diversified Portfolios Inc
Michigan
$743K 15,455 +1,952 +14%
CPWMP
137
Cardinal Point Wealth Management Partners
California
$725K 15,095 -1,615 -10%
CPCM
138
Cardinal Point Capital Management
Ontario, Canada
$725K 15,095 -1,615 -10%
AWM
139
Aprio Wealth Management
Georgia
$712K 14,821 -4,493 -23%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$710K 14,766 -203 -1%
CG
141
Colony Group
Massachusetts
$708K 14,727 -36,688 -71%
DI
142
DFPG Investments
Utah
$706K 14,699 -53 -0.4%
EC
143
Estate Counselors
Wisconsin
$691K 14,380
BWM
144
Benchmark Wealth Management
Connecticut
$688K 14,353 +5,654 +65%
DADC
145
D.A. Davidson & Co
Montana
$685K 14,252
SHGA
146
Sand Hill Global Advisors
California
$676K 14,076 +241 +2%
TC
147
Trust Company
Kansas
$675K 14,051 -434 -3%
ST
148
Spinnaker Trust
Maine
$670K 13,943 +773 +6%
HI
149
Harbour Investments
Wisconsin
$668K 13,899 -1,437 -9%
IFWM
150
Institute for Wealth Management
Colorado
$657K 13,663 +1,506 +12%