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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 %
CPRC
151
Consolidated Portfolio Review Corp
New York
$953K +$25.6K +545 +3%
PI
152
PFG Investments
New York
$953K +$953K +20,261 New
ODIJL
153
One Day In July LLC
Vermont
$933K +$65.4K +1,389 +8%
PSA
154
Plum Street Advisors
Louisiana
$901K +$200K +4,112 +29%
CI
155
CX Institutional
Indiana
$887K +$887K +18,884 New
FF
156
Friedenthal Financial
New Jersey
$866K +$22.5K +479 +3%
BWL
157
Bogart Wealth LLC
Virginia
$864K +$21.7K +461 +3%
DADC
158
D.A. Davidson & Co
Montana
$853K +$10.4K +220 +1%
SFA
159
Sequoia Financial Advisors
Ohio
$842K +$1.18K +25 +0.1%
NP
160
NorthRock Partners
Minnesota
$819K -$241K -5,115 -23%
Morgan Stanley
161
Morgan Stanley
New York
$809K +$215K +4,578 +36%
WA
162
Westfuller Advisors
New York
$805K +$805K +17,104 New
IAIM
163
International Assets Investment Management
Florida
$804K +$1.77K +38 +0.2%
TWM
164
Tradition Wealth Management
Minnesota
$803K +$25.4K +540 +3%
SWA
165
Stratos Wealth Advisors
Ohio
$788K -$66K -1,402 -8%
CL
166
Choreo LLC
Illinois
$782K -$44.9K -955 -5%
WIA
167
World Investment Advisors
California
$764K -$88.6K -1,882 -10%
NCTC
168
New Covenant Trust Company
Indiana
$764K +$764K +16,234 New
MGIA
169
Moneta Group Investment Advisors
Missouri
$756K -$8.19K -174 -1%
KL
170
KilterHowling LLC
Colorado
$741K -$19.8K -421 -3%
BRWA
171
B. Riley Wealth Advisors
Florida
$728K +$335K +7,397 +85%
PA
172
PFG Advisors
Arizona
$720K +$244K +5,194 +51%
LFA
173
Legacy Financial Advisors
Kentucky
$711K -$314K -6,669 -31%
AAS
174
Avantax Advisory Services
Texas
$707K -$35.3K -750 -5%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$698K -$22.6K -480 -3%