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iShares ESG Aware Aggressive Allocation ETF

17 hedge funds and large institutions have $3.49M invested in iShares ESG Aware Aggressive Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
2
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
$1.24M 34,800
Raymond James Financial
2
Raymond James Financial
Florida
$454K 12,708 +12,708 New
Citadel Advisors
3
Citadel Advisors
Florida
$279K 7,813 -2,231 -22%
SWA
4
Sax Wealth Advisors
New Jersey
$273K 7,648
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$213K 5,950 -7 -0.1%
AI
6
Atria Investments
North Carolina
$210K 5,877 +230 +4%
WP
7
Westmount Partners
California
$202K 5,656 +11 +0.2%
SPIA
8
Steward Partners Investment Advisory
New York
$179K 5,000
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$176K 4,940 +4,432 +872%
PA
10
Parallel Advisors
California
$75.4K 2,110 +22 +1%
KHC
11
Koesten Hirschmann & Crabtree
Kansas
$61.2K 1,712
CA
12
CoreCap Advisors
Michigan
$42.9K 1,202 +139 +13%
GC
13
Gould Capital
Washington
$36K 1,008
CFS
14
CGC Financial Services
Oregon
$24.2K 678
AF
15
Advisornet Financial
Minnesota
$8.54K 239
Osaic Holdings
16
Osaic Holdings
Arizona
$6.82K 191
JFA
17
JNBA Financial Advisors
Minnesota
$1.79K 50 +9 +22%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-14,520 Closed
Jane Street
19
Jane Street
New York
-13,027 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
-2,520 Closed
CFGS
21
Concourse Financial Group Securities
Alabama