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iShares ESG Aware US Aggregate Bond ETF

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$716M 15,809,458 +535,072 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$415M 9,150,773 +2,907,898 +47%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$246M 5,435,095 +1,321,321 +32%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$184M 4,062,600 -486,703 -11%
BlackRock
5
BlackRock
New York
$126M 2,782,227 -39,924 -1%
Ameriprise
6
Ameriprise
Minnesota
$94.6M 2,088,329 +249,716 +14%
Goldman Sachs
7
Goldman Sachs
New York
$83.9M 1,852,942 +624,035 +51%
Northern Trust
8
Northern Trust
Illinois
$58.2M 1,285,810 +386,305 +43%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$50M 1,104,659 +1,104,659 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$41.8M 923,017 +174,800 +23%
Wells Fargo
11
Wells Fargo
California
$40.1M 885,847 +120,345 +16%
LPL Financial
12
LPL Financial
California
$36.4M 804,278 +226,866 +39%
AA
13
Alesco Advisors
New York
$27.8M 614,577 +23,165 +4%
PO
14
Private Ocean
California
$26.9M 593,180 +8,773 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$26.6M 586,099 +283,337 +94%
RJA
16
Raymond James & Associates
Florida
$26.5M 585,731 +58,050 +11%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$26.5M 585,465 +404,156 +223%
M&T Bank
18
M&T Bank
New York
$26.1M 575,262 +7,697 +1%
KeyBank National Association
19
KeyBank National Association
Ohio
$23M 508,686 +8,791 +2%
Betterment LLC
20
Betterment LLC
New York
$17.9M 395,313 +18,205 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$17.9M 395,167 +341,678 +639%
SWM
22
SigFig Wealth Management
California
$15.3M 337,999 +64,959 +24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.2M 335,446 +56,121 +20%
SEI Investments
24
SEI Investments
Pennsylvania
$14.2M 312,492 +4,840 +2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$14.1M 312,095 +20,736 +7%