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iShares ESG Aware US Aggregate Bond ETF

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$1.25M -$40.4K -858 -3%
AL
127
Aspiriant LLC
California
$1.24M -$19.1K -406 -2%
DAS
128
Diversify Advisory Services
Utah
$1.21M +$1.21M +25,986 New
Stifel Financial
129
Stifel Financial
Missouri
$1.2M +$229K +4,857 +23%
TPCW
130
TD Private Client Wealth
New York
$1.2M -$62.7K -1,333 -5%
OIA
131
OneDigital Investment Advisors
Kansas
$1.19M -$278K -5,914 -19%
RA
132
RFG Advisory
Alabama
$1.18M +$16.6K +352 +1%
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$1.14M +$55.8K +1,185 +5%
CWM
134
Cornerstone Wealth Management
Missouri
$1.13M +$38.2K +811 +3%
BFP
135
Brewster Financial Planning
New York
$1.12M
CHP
136
Cable Hill Partners
Oregon
$1.11M
CWM
137
Cranbrook Wealth Management
Michigan
$1.11M +$660K +14,020 +148%
CWM
138
Congress Wealth Management
Massachusetts
$1.1M -$96.4K -2,049 -8%
AWM
139
Aprio Wealth Management
Georgia
$1.09M -$21.6K -460 -2%
AWM
140
Axxcess Wealth Management
California
$1.07M -$17.6K -374 -2%
SCM
141
Stonehearth Capital Management
Massachusetts
$1.05M +$65.6K +1,393 +7%
WWA
142
WCG Wealth Advisors
Nevada
$1.04M +$135K +2,875 +15%
COCM
143
Charter Oak Capital Management
New Hampshire
$1.04M +$473K +10,055 +84%
NCM
144
Neumann Capital Management
California
$1.03M +$193K +4,110 +23%
Prudential Financial
145
Prudential Financial
New Jersey
$1.02M -$214K -4,541 -17%
IWA
146
Invera Wealth Advisors
Oregon
$1.01M +$280K +6,118 +38%
G
147
GenTrust
Florida
$987K +$1.51K +32 +0.2%
DWA
148
Divergent Wealth Advisors
Utah
$983K
NRI
149
NFP Retirement Inc
California
$983K +$983K +20,890 New
VFA
150
Valeo Financial Advisors
Indiana
$976K +$33.9K +740 +4%