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iShares ESG Aware US Aggregate Bond ETF

158 hedge funds and large institutions have $933M invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
91
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$343M 6,268,424 +6,049,669 +2,765%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$114M 2,091,915 +29,542 +1%
Goldman Sachs
3
Goldman Sachs
New York
$66.4M 1,214,072 +374,710 +45%
BlackRock
4
BlackRock
New York
$53M 969,446 +87,634 +10%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$35.9M 656,000 +90,000 +16%
Ameriprise
6
Ameriprise
Minnesota
$35.6M 612,268 +125,392 +26%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$26.9M 492,061 +80,782 +20%
PO
8
Private Ocean
California
$20.5M 374,012 +79,316 +27%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$17.6M 317,288
M&T Bank
10
M&T Bank
New York
$13.5M 247,601 +240,516 +3,395%
FNWM
11
Financial Network Wealth Management
Utah
$12.1M 220,352 +164,190 +292%
SA
12
Stewardship Advisors
Pennsylvania
$11.7M 213,718 -34,921 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.4M 189,330 +66,408 +54%
SEI Investments
14
SEI Investments
Pennsylvania
$8.8M 155,594
WS
15
Wedbush Securities
California
$8.74M 159,770 +69,500 +77%
OMC
16
Old Mission Capital
Illinois
$7.81M 142,636 +142,636 New
MIS
17
Morningstar Investment Services
Illinois
$6.98M 128,021 +30,778 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.83M 124,878 +5,207 +4%
Betterment LLC
19
Betterment LLC
New York
$6.36M 116,200 +57,957 +100%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$5.51M 100,625 +46,510 +86%
SBSB
21
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.11M 93,454 +28,081 +43%
AC
22
Apella Capital
Connecticut
$5M 91,424 +45,356 +98%
UBS Group
23
UBS Group
Switzerland
$4.92M 89,998 +47,281 +111%
BCM
24
Brookstone Capital Management
Illinois
$4.81M 87,854 +19,107 +28%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.39M 80,226 +18,264 +29%