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iShares ESG Aware Aggressive Allocation ETF

17 hedge funds and large institutions have $2.6M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.12M -$115K -3,255 -9%
SWA
2
Sax Wealth Advisors
New Jersey
$272K +$1.49K +42 +0.5%
Citadel Advisors
3
Citadel Advisors
Florida
$258K -$18.5K -524 -7%
Osaic Holdings
4
Osaic Holdings
Arizona
$211K +$204K +5,764 +3,018%
WP
5
Westmount Partners
California
$200K
SPIA
6
Steward Partners Investment Advisory
New York
$177K
PA
7
Parallel Advisors
California
$73.9K -$779 -22 -1%
KHC
8
Koesten Hirschmann & Crabtree
Kansas
$60.6K
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$56.1K +$56.1K +1,587 New
CA
10
CoreCap Advisors
Michigan
$45.1K +$2.55K +72 +6%
GC
11
Gould Capital
Washington
$35.7K
CCM
12
Coldstream Capital Management
Washington
$30.9K +$30.9K +872 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$27.2K -$148K -4,170 -84%
CFS
14
CGC Financial Services
Oregon
$24K
AF
15
Advisornet Financial
Minnesota
$8.46K
MWM
16
Mascoma Wealth Management
New Hampshire
$2.46K +$2.46K +69 New
JFA
17
JNBA Financial Advisors
Minnesota
$1.84K +$71 +2 +4%
Raymond James Financial
18
Raymond James Financial
Florida
-$454K -12,708 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$213K -5,950 Closed
AI
20
Atria Investments
North Carolina
-$210K -5,877 Closed