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iShares ESG Aware US Aggregate Bond ETF

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1WM
151
1900 Wealth Management
Texas
$365K 6,619
AssetMark Inc
152
AssetMark Inc
California
$353K 6,386 +37 +0.6%
BDFN
153
Bond & Devick Financial Network
Minnesota
$344K 6,239
BSB
154
Bangor Savings Bank
Maine
$340K 6,151 -1,587 -21%
SP
155
Symmetry Partners
Connecticut
$340K 6,151 +6,151 New
SWM
156
Spire Wealth Management
Virginia
$338K 6,126 +1,816 +42%
FPCP
157
Fort Point Capital Partners
California
$332K 6,011 +6,011 New
CF
158
Corrigan Financial
Rhode Island
$329K 5,965 +2,104 +54%
GW
159
GW & Wade
Massachusetts
$324K 5,868 +1 +0%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$320K 5,814 +5,814 New
MMA
161
Miracle Mile Advisors
California
$319K 5,774 +5,774 New
DT
162
Diversified Trust
Tennessee
$317K 5,750 -190 -3%
CPWMP
163
Cardinal Point Wealth Management Partners
California
$312K 5,650 +5,650 New
UL
164
Unionview LLC
Washington
$307K 5,554 +5,554 New
MWM
165
Mission Wealth Management
California
$303K 5,494 +5,494 New
OC
166
Oakworth Capital
Alabama
$302K 5,477
FWM
167
Fingerlakes Wealth Management
New York
$299K 5,451 +5,451 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$298K 5,410 +3,080 +132%
RWRC
169
R.W. Roge & Company
New York
$295K 5,471 +23 +0.4%
DP
170
Denver PWM
Colorado
$284K 5,203 +1,014 +24%
V
171
Veritable
Delaware
$276K 5,001
BFP
172
Brewster Financial Planning
New York
$276K 4,994 +4,994 New
G
173
GenTrust
Florida
$274K 5,097 +8 +0.2%
LNC
174
Lincoln National Corp
Pennsylvania
$272K 4,928 +634 +15%
BIA
175
Bigelow Investment Advisors
Maine
$271K 4,905 -620 -11%