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iShares ESG Aware US Aggregate Bond ETF

264 hedge funds and large institutions have $1.74B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 24 closing their positions.

Holders
264
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
132
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LGWM
176
Litman Gregory Wealth Management
California
$303K 6,535 +903 +16%
DT
177
Diversified Trust
Tennessee
$300K 6,450
RFC
178
Regions Financial Corp
Alabama
$287K 6,187 +515 +9%
RPSA
179
Richard P. Slaughter Associates
Texas
$284K 6,130 +6,130 New
PA
180
PFG Advisors
Arizona
$277K 5,967 -602 -9%
TPWA
181
TRUE Private Wealth Advisors
Oregon
$270K 5,814
FPCP
182
Fort Point Capital Partners
California
$265K 5,707 -1,698 -23%
MLA
183
My Legacy Advisors
Oregon
$260K 5,694 -1,267 -18%
SWM
184
Spire Wealth Management
Virginia
$259K 5,586
BSB
185
Bangor Savings Bank
Maine
$259K 5,573
AWS
186
Atria Wealth Solutions
New York
$256K 5,520 +5,520 New
OC
187
Oakworth Capital
Alabama
$254K 5,477
G
188
GenTrust
Florida
$254K 5,470 +461 +9%
Morgan Stanley
189
Morgan Stanley
New York
$251K 5,404 +1,029 +24%
DP
190
Denver PWM
Colorado
$248K 5,321 +78 +1%
BA
191
Bristlecone Advisors
Washington
$246K 5,307 -200 -4%
AWM
192
Aprio Wealth Management
Georgia
$244K 5,247 +5,247 New
AF
193
Advisornet Financial
Minnesota
$240K 5,161 +502 +11%
FWM
194
Fingerlakes Wealth Management
New York
$239K 5,148 -99 -2%
AssetMark Inc
195
AssetMark Inc
California
$239K 5,148 +2,889 +128%
BFP
196
Brewster Financial Planning
New York
$232K 4,994
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$231K 4,984 -110 -2%
CPWMP
198
Cardinal Point Wealth Management Partners
California
$229K 4,960 -290 -6%
RWRC
199
R.W. Roge & Company
New York
$229K 4,976
TWM
200
Tradition Wealth Management
Minnesota
$228K 4,903 +1 +0%