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iShares ESG Aware US Aggregate Bond ETF

38 hedge funds and large institutions have $55.4M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21M 387,070 +212,525 +122%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.6M 317,288
MML Investors Services
3
MML Investors Services
Massachusetts
$1.91M 35,200 +10,298 +41%
RCS
4
Retirement Capital Strategies
California
$1.71M 31,616 -1,020 -3%
Goldman Sachs
5
Goldman Sachs
New York
$1.43M 26,421 +8,448 +47%
MIS
6
Morningstar Investment Services
Illinois
$1.43M 26,308 +20,671 +367%
Jane Street
7
Jane Street
New York
$987K 18,209 -19,311 -51%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$984K 18,163 +4,691 +35%
SBSB
9
Sullivan, Bruyette, Speros & Blaney
Virginia
$943K 17,406 +12,763 +275%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$883K 16,308 +7,968 +96%
SCM
11
Stonehearth Capital Management
Massachusetts
$747K 13,777 +2,616 +23%
AG
12
Advisor Group
Arizona
$660K 12,180 +12,177 +405,900%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$531K 9,805 +9,805 New
BC
14
Bartlett & Co
Ohio
$531K 9,805 +9,805 New
WS
15
Wedbush Securities
California
$439K 8,107 +8,107 New
MWM
16
Mascoma Wealth Management
New Hampshire
$419K 7,736 +1,405 +22%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$399K 7,361 +5,646 +329%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$357K 6,590 +638 +11%
Bank of America
19
Bank of America
North Carolina
$350K 6,457 +3,645 +130%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$319K 5,894 +5,549 +1,608%
TIA
21
Traphagen Investment Advisors
New Jersey
$316K 4,836 +4,836 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$278K 5,124 +5,124 New
WIA
23
World Investment Advisors
California
$240K 4,431
WB
24
WesBanco Bank
West Virginia
$234K 4,316 +4,316 New
PA
25
Parallel Advisors
California
$197K 3,633 +3,633 New