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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$899M 19,352,822 +2,034,884 +12%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$327M 7,046,458 -176,166 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M 4,592,603 +402,670 +10%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$89.5M 1,927,538 +189,543 +11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$82.8M 1,783,412 +119,616 +7%
BlackRock
6
BlackRock
New York
$77.1M 1,659,306 -583,351 -26%
Goldman Sachs
7
Goldman Sachs
New York
$75.6M 1,627,729 +248,843 +18%
LPL Financial
8
LPL Financial
California
$73.1M 1,574,999 +268,389 +21%
Northern Trust
9
Northern Trust
Illinois
$66M 1,420,731 +146,134 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$52.1M 1,122,106 +1,122,106 New
Ameriprise
11
Ameriprise
Minnesota
$41.9M 903,284 -52,788 -6%
Betterment LLC
12
Betterment LLC
New York
$41.7M 898,115 +3,256 +0.4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$40.2M 866,245 +32,631 +4%
M&T Bank
14
M&T Bank
New York
$32.9M 707,490 +15,467 +2%
AA
15
Alesco Advisors
New York
$31.2M 672,202 +15,646 +2%
KeyBank National Association
16
KeyBank National Association
Ohio
$30.1M 647,679 +9,172 +1%
SWM
17
SigFig Wealth Management
California
$29.2M 627,970 +46,278 +8%
WANY
18
Wealthspire Advisors (New York)
New York
$28.2M 607,562 -541,915 -47%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.1M 561,454 +10,286 +2%
Wells Fargo
20
Wells Fargo
California
$23.9M 515,018 -11,358 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$22.2M 477,495 +40,335 +9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$19.7M 417,481 +2,247 +0.5%
AF
23
Allworth Financial
California
$18M 386,800 +13,393 +4%
FNWM
24
Financial Network Wealth Management
Utah
$17.2M 369,912 +22,560 +6%
SEI Investments
25
SEI Investments
Pennsylvania
$15.9M 342,427 +43,931 +15%
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