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iShares ESG Aware Aggressive Allocation ETF

19 hedge funds and large institutions have $4.12M invested in iShares ESG Aware Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.28M 34,800 -7,580 -18%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$532K 14,520 +249 +2%
Jane Street
3
Jane Street
New York
$477K 13,027 -18,575 -59%
Citadel Advisors
4
Citadel Advisors
Florida
$368K 10,044 -13,024 -56%
SWA
5
Sax Wealth Advisors
New Jersey
$280K 7,648 -152 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$218K 5,957 -1,298 -18%
AI
7
Atria Investments
North Carolina
$207K 5,647 +5,647 New
WP
8
Westmount Partners
California
$207K 5,645 +5,645 New
SPIA
9
Steward Partners Investment Advisory
New York
$183K 5,000
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$92.4K 2,520 -3,205 -56%
PA
11
Parallel Advisors
California
$76.5K 2,088
KHC
12
Koesten Hirschmann & Crabtree
Kansas
$62.7K 1,712 +52 +3%
CA
13
CoreCap Advisors
Michigan
$39K 1,063
GC
14
Gould Capital
Washington
$36.9K 1,008
CFS
15
CGC Financial Services
Oregon
$24.8K 678 +379 +127%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18.6K 508 +508 New
AF
17
Advisornet Financial
Minnesota
$8.76K 239 +239 New
Osaic Holdings
18
Osaic Holdings
Arizona
$7K 191 -33 -15%
JFA
19
JNBA Financial Advisors
Minnesota
$1.5K 41 -545 -93%
MWM
20
Mascoma Wealth Management
New Hampshire
-385 Closed
UBS Group
21
UBS Group
Switzerland
-54 Closed
Morgan Stanley
22
Morgan Stanley
New York
-1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama