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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 %
SYBT
201
Stock Yards Bank & Trust
Kentucky
$559K 11,705 +5,352 +84%
SHWM
202
Smith & Howard Wealth Management
Georgia
$553K 11,580 +4,543 +65%
DC
203
Davenport & Co
Virginia
$537K 11,258 +103 +0.9%
FA
204
Fermata Advisors
California
$529K 11,085 +1,053 +10%
CB
205
Commerce Bank
Missouri
$528K 11,065
VWM
206
Venturi Wealth Management
Texas
$526K 11,015 +453 +4%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$524K 10,977 +966 +10%
BBA
208
BLB&B Advisors
Pennsylvania
$512K 10,720 -251 -2%
AWM
209
Ameliora Wealth Management
Switzerland
$510K 10,683
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$509K 10,671 +1,440 +16%
T
211
TrueFG
Texas
$496K 10,382 +97 +0.9%
Renaissance Technologies
212
Renaissance Technologies
New York
$490K 10,264 -16,736 -62%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$490K 10,260 +84 +0.8%
AIP
214
Ameritas Investment Partners
Nebraska
$489K 10,235 +124 +1%
SP
215
Symmetry Partners
Connecticut
$487K 10,206 -1,848 -15%
Jane Street
216
Jane Street
New York
$484K 10,136 -43,085 -81%
BWM
217
Benchmark Wealth Management
Connecticut
$483K 10,115 +466 +5%
PA
218
PFG Advisors
Arizona
$482K 10,096 +522 +5%
AAM
219
Ameraudi Asset Management
New York
$480K 10,053
OGF
220
Orin Green Financial
California
$473K 9,903 +5,886 +147%
Lido Advisors
221
Lido Advisors
California
$470K 9,848
PAG
222
Private Advisor Group
New Jersey
$462K 9,677 +5,145 +114%
CAL
223
Capital Analysts LLC
Pennsylvania
$458K 9,596 +1,598 +20%
CWM
224
Cranbrook Wealth Management
Michigan
$452K 9,474 -13,402 -59%
PWM
225
Perigon Wealth Management
California
$446K 9,338 +1,951 +26%