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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 %
NRI
151
NFP Retirement Inc
California
$974K 20,890 – –
Prudential Financial
152
Prudential Financial
New Jersey
$955K 20,491 -1,093 -5%
FF
153
Friedenthal Financial
New Jersey
$897K 19,237 +841 +5%
LRIA
154
Leonard Rickey Investment Advisors
Washington
$883K 18,946 +18,946 New
CPRC
155
Consolidated Portfolio Review Corp
New York
$880K 18,888 -1,373 -7%
DADC
156
D.A. Davidson & Co
Montana
$862K 18,485 +351 +2%
RIS
157
Retirement Income Solutions
Michigan
$842K 18,075 -11,366 -39%
SWA
158
Stratos Wealth Advisors
Ohio
$841K 18,039 +1,289 +8%
AWM
159
Ameliora Wealth Management
Switzerland
$839K 18,000 +7,317 +68%
WWA
160
WCG Wealth Advisors
Nevada
$838K 17,973 -4,196 -19%
PWM
161
Perigon Wealth Management
California
$834K 17,887 +6,719 +60%
MGIA
162
Moneta Group Investment Advisors
Missouri
$821K 17,623 +1,554 +10%
TWM
163
Tradition Wealth Management
Minnesota
$797K 17,101 +28 +0.2%
PA
164
PFG Advisors
Arizona
$789K 16,929 +1,639 +11%
CI
165
CX Institutional
Indiana
$787K 16,886 -1,998 -11%
PSA
166
Plum Street Advisors
Louisiana
$786K 16,869 -1,668 -9%
NCTC
167
New Covenant Trust Company
Indiana
$764K 16,234 – –
CL
168
Choreo LLC
Illinois
$763K 16,531 -94 -0.6%
Franklin Resources
169
Franklin Resources
California
$761K 16,329 -39,172 -71%
IAIM
170
International Assets Investment Management
Florida
$755K 16,204 -1,049 -6%
CHP
171
Cable Hill Partners
Oregon
$752K 16,141 -7,229 -31%
KL
172
KilterHowling LLC
Colorado
$742K 15,924 +168 +1%
WIA
173
World Investment Advisors
California
$738K 15,844 -392 -2%
AAS
174
Avantax Advisory Services
Texas
$734K 15,756 +728 +5%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$700K 15,027 +2,642 +21%
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