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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
176
RFG Advisory
Alabama
$810K 17,431 -8,111 -32%
DE
177
Diversified Enterprises
Delaware
$807K 17,374 +4,850 +39%
WWA
178
WCG Wealth Advisors
Nevada
$792K 17,049 +88 +0.5%
Franklin Resources
179
Franklin Resources
California
$764K 16,453 +2,290 +16%
NCTC
180
New Covenant Trust Company
Indiana
$762K 16,390 – –
RIS
181
Retirement Income Solutions
Michigan
$760K 16,360 -1,597 -9%
DAS
182
Diversify Advisory Services
Utah
$745K 16,193 -10,583 -40%
GM
183
GeoWealth Management
Illinois
$736K 15,848 +8,242 +108%
TWM
184
Tradition Wealth Management
Minnesota
$735K 15,821 -1,542 -9%
P
185
&Partners
Tennessee
$719K 15,513 +7,557 +95%
DADC
186
D.A. Davidson & Co
Montana
$718K 15,463 -3,022 -16%
IAIM
187
International Assets Investment Management
Florida
$710K 15,273 +15,273 New
GAM
188
Gould Asset Management
California
$708K 15,237 +3,170 +26%
CL
189
Choreo LLC
Illinois
$707K 15,233 -1,246 -8%
ACA
190
Aptus Capital Advisors
Alabama
$706K 15,207 -81 -0.5%
AB
191
ANB Bank
Colorado
$699K 15,058 +15,058 New
EWA
192
EverSource Wealth Advisors
Alabama
$698K 15,027 +764 +5%
KAS
193
Kestra Advisory Services
Texas
$697K 15,013 +1,004 +7%
TC
194
Trust Company
Kansas
$697K 15,013 +1,234 +9%
PPA
195
Painted Porch Advisors
California
$694K 14,943 +56 +0.4%
ST
196
Spinnaker Trust
Maine
$675K 14,527 -634 -4%
NCM
197
Novare Capital Management
North Carolina
$675K 14,527 – –
UB
198
UMB Bank
Missouri
$673K 14,500 -20,859 -59%
WA
199
Wealthstream Advisors
New York
$653K 14,068 +636 +5%
BBA
200
BLB&B Advisors
Pennsylvania
$643K 13,855 -589 -4%
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