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iShares ESG Aware Aggressive Allocation ETF

23 hedge funds and large institutions have $4.77M invested in iShares ESG Aware Aggressive Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.58% less ownership

Funds ownership: 14.85%14.27% (-0.58%)

6% less capital invested

Capital invested by funds: $5.07M → $4.77M (-$303K)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.36M +$2.3K +55 +0.2%
Citadel Advisors
2
Citadel Advisors
Florida
$586K +$234K +5,586 +63%
JP Morgan Chase
3
JP Morgan Chase
New York
$463K +$3.73K +89 +0.8%
Osaic Holdings
4
Osaic Holdings
Arizona
$365K -$5.11K -122 -1%
MAWA
5
Moss Adams Wealth Advisors
Washington
$342K +$353K +8,435 New
SWA
6
Sax Wealth Advisors
New Jersey
$323K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$307K +$317K +7,569 New
WP
8
Westmount Partners
California
$239K +$6.75K +161 +3%
BDFN
9
Bond & Devick Financial Network
Minnesota
$235K -$61.2K -1,461 -20%
SPIA
10
Steward Partners Investment Advisory
New York
$203K
PA
11
Parallel Advisors
California
$109K +$42 +1 +0%
CA
12
CoreCap Advisors
Michigan
$60.8K +$6.33K +151 +11%
BFP
13
Birchwood Financial Partners
Minnesota
$49.8K +$7.5K +179 +17%
GC
14
Gould Capital
Washington
$47.7K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$31.7K
CFS
16
CGC Financial Services
Oregon
$19.6K
HHGA
17
Halbert Hargrove Global Advisors
California
$9.17K +$4.99K +119 +111%
IAS
18
IMA Advisory Services
Colorado
$6.61K +$6.83K +163 New
MWM
19
Mascoma Wealth Management
New Hampshire
$5.22K -$8.38K -200 -61%
AF
20
Advisornet Financial
Minnesota
$4.05K -$5.82K -139 -58%
JFA
21
JNBA Financial Advisors
Minnesota
$2.6K +$335 +8 +14%
Morgan Stanley
22
Morgan Stanley
New York
$73
LWM
23
Lodestone Wealth Management
Washington
$21
Raymond James Financial
24
Raymond James Financial
Florida
-$558K -13,491 Closed
Jane Street
25
Jane Street
New York
-$493K -11,905 Closed