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iShares ESG Aware US Aggregate Bond ETF

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$789M 16,930,081 +236,219 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$311M 6,669,294 +323,764 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$183M 3,916,572 +19,542 +0.5%
BlackRock
4
BlackRock
New York
$106M 2,280,912 -368,409 -14%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$75.5M 1,620,366 -7,923,236 -83%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$69.7M 1,495,088 +174,448 +13%
Goldman Sachs
7
Goldman Sachs
New York
$61.5M 1,318,462 +13,960 +1%
Northern Trust
8
Northern Trust
Illinois
$59.4M 1,274,485 -48,898 -4%
LPL Financial
9
LPL Financial
California
$56M 1,201,414 +90,393 +8%
Wells Fargo
10
Wells Fargo
California
$51.8M 1,111,287 +19,024 +2%
Ameriprise
11
Ameriprise
Minnesota
$43.1M 925,242 -21,758 -2%
Betterment LLC
12
Betterment LLC
New York
$39.6M 849,354 +411,451 +94%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$38.6M 827,474 -59,765 -7%
RJA
14
Raymond James & Associates
Florida
$37.7M 808,633 +67,085 +9%
AA
15
Alesco Advisors
New York
$30.8M 660,310 +32,408 +5%
M&T Bank
16
M&T Bank
New York
$30.2M 647,676 -289 -0%
KeyBank National Association
17
KeyBank National Association
Ohio
$28.5M 612,346 +26,708 +5%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$28.4M 609,892 -58,043 -9%
PO
19
Private Ocean
California
$26.1M 561,002 +11,687 +2%
SWM
20
SigFig Wealth Management
California
$24.2M 519,067 +63,436 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$23.9M 512,965 +15,080 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.5M 417,748 +27,230 +7%
SEI Investments
23
SEI Investments
Pennsylvania
$17.6M 377,450 +73,487 +24%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$17.2M 369,485 +23,061 +7%
AF
25
Allworth Financial
California
$17M 361,154 +18,802 +5%