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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
126
Invera Wealth Advisors
Oregon
$1.26M 26,716 +4,566 +21%
HI
127
Harbour Investments
Wisconsin
$1.25M 26,737 -4,360 -14%
TPCW
128
TD Private Client Wealth
New York
$1.24M 26,508 +983 +4%
AL
129
Aspiriant LLC
California
$1.23M 26,339 – –
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.22M 26,206 -2,662 -9%
SA
131
Sanctuary Advisors
Indiana
$1.21M 26,453 +26,453 New
RA
132
RFG Advisory
Alabama
$1.2M 25,685 +699 +3%
BCI
133
Brinker Capital Investments
Pennsylvania
$1.18M 25,386 -1,202 -5%
OPS
134
Orion Portfolio Solutions
Nebraska
$1.18M 25,386 -1,202 -5%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.16M 24,993 +797 +3%
CWM
136
Cranbrook Wealth Management
Michigan
$1.14M 24,371 +877 +4%
NCM
137
Neumann Capital Management
California
$1.13M 24,235 +2,250 +10%
BFP
138
Brewster Financial Planning
New York
$1.13M 24,182 +410 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$1.13M 24,176 +163 +0.7%
CWM
140
Congress Wealth Management
Massachusetts
$1.11M 23,889 +610 +3%
AWM
141
Aprio Wealth Management
Georgia
$1.1M 23,671 +603 +3%
AWM
142
Axxcess Wealth Management
California
$1.1M 23,566 +818 +4%
SCM
143
Stonehearth Capital Management
Massachusetts
$1.08M 23,183 +942 +4%
SAG
144
SageView Advisory Group
California
– – -69,726 Closed
GWM
145
Grand Wealth Management
Michigan
$1.02M 21,789 -47,942 -69%
DAS
146
Diversify Advisory Services
Utah
$997K 21,296 -4,690 -18%
VFA
147
Valeo Financial Advisors
Indiana
$987K 21,179 -119 -0.6%
WFAG
148
Wescott Financial Advisory Group
Pennsylvania
$981K 21,039 +7,093 +51%
G
149
GenTrust
Florida
$980K 21,027 +51 +0.2%
DWA
150
Divergent Wealth Advisors
Utah
$974K 20,890 -1 -0%
4 5
6
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