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iShares ESG Aware US Aggregate Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$989K 20,722 +3,204 +18%
VFA
152
Valeo Financial Advisors
Indiana
$981K 20,558
BIP
153
Blueprint Investment Partners
North Carolina
$954K 19,991 +19,991 New
CPRC
154
Consolidated Portfolio Review Corp
New York
$941K 19,716 -172 -0.9%
AWM
155
AE Wealth Management
Kansas
$927K 19,667 -1,145 -6%
WWA
156
WCG Wealth Advisors
Nevada
$921K 19,294 +1,192 +7%
HI
157
Harbour Investments
Wisconsin
$918K 19,220 +1,246 +7%
ODIJL
158
One Day In July LLC
Vermont
$880K 18,431
SWA
159
Stratos Wealth Advisors
Ohio
$867K 18,152 -186 -1%
WIA
160
World Investment Advisors
California
$865K 18,118 +362 +2%
FF
161
Friedenthal Financial
New Jersey
$855K 17,917
DADC
162
D.A. Davidson & Co
Montana
$855K 17,914 +1,671 +10%
BWL
163
Bogart Wealth LLC
Virginia
$855K 17,903 +2,212 +14%
NCM
164
Neumann Capital Management
California
$853K 17,875 +1,400 +8%
SFA
165
Sequoia Financial Advisors
Ohio
$853K 17,870 -2,502 -12%
CL
166
Choreo LLC
Illinois
$839K 17,580 +304 +2%
IAIM
167
International Assets Investment Management
Florida
$822K 17,215 +17,215 New
TWM
168
Tradition Wealth Management
Minnesota
$789K 16,533 +1,327 +9%
MGIA
169
Moneta Group Investment Advisors
Missouri
$775K 16,243 +1,654 +11%
DPI
170
Diversified Portfolios Inc
Michigan
$768K 16,093 +566 +4%
KL
171
KilterHowling LLC
Colorado
$766K 16,177 +660 +4%
IWA
172
Invera Wealth Advisors
Oregon
$765K 16,032 +16,032 New
NA
173
NewEdge Advisors
Louisiana
$758K 16,084 +16,084 New
AAS
174
Avantax Advisory Services
Texas
$753K 15,778 +833 +6%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$731K 15,315