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PIMCO RAFI ESG US ETF
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Overview Fund Activity

27 hedge funds and large institutions have $57.2M invested in PIMCO RAFI ESG US ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
14
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
Financial Insights
Washington
$1.88M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$5.75M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.66M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.52M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.01M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6K
2
Bank of America
2
Bank of America
North Carolina
$437K
3
NB
3
Northwest Bancshares
Pennsylvania
$6.14M
4
NA
4
NewEdge Advisors
Louisiana
$1.7M
5
RF
5
RHS Financial
California
$338K
Name Market Value Shares Shares
Change 		Shares
Change %
SIP
1
Sellwood Investment Partners
Oregon
$19.3M 506,863 +3,678 +0.7%
NB
2
Northwest Bancshares
Pennsylvania
$6.14M 160,941 -3,518 -2%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$5.75M 150,806 +40,478 +37%
AFA
4
Arlington Financial Advisors
California
$5.08M 133,098 +1,527 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.52M 118,416 +15,037 +15%
GG
6
GenWealth Group
New Jersey
$3.19M 83,517 +2,694 +3%
FI
7
Financial Insights
Washington
$1.88M 49,333 +49,333 New
NA
8
NewEdge Advisors
Louisiana
$1.7M 44,498 -2,968 -6%
Citadel Advisors
9
Citadel Advisors
Florida
$1.66M 43,484 +20,988 +93%
LPL Financial
10
LPL Financial
California
$1.47M 38,464 +837 +2%
BGAI
11
Bruce G. Allen Investments
Colorado
$1.44M 37,797 -1,159 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.01M 26,883 +9,281 +53%
Goldman Sachs
13
Goldman Sachs
New York
$796K 20,874 -283 -1%
FHA
14
Flagship Harbor Advisors
Massachusetts
$480K 12,576 +267 +2%
FZCM
15
Flynn Zito Capital Management
New York
$458K 12,013 +124 +1%
Bank of America
16
Bank of America
North Carolina
$437K 11,470 -4,430 -28%
JFA
17
JNBA Financial Advisors
Minnesota
$398K 10,427 -649 -6%
RF
18
RHS Financial
California
$338K 8,867 -1,657 -16%
KW
19
KWB Wealth
California
$323K 8,883 +3,110 +54%
BDFN
20
Bond & Devick Financial Network
Minnesota
$276K 7,239 +1,235 +21%
MIA
21
Milestone Investment Advisors
Wisconsin
$226K 5,927 +2 +0%
AF
22
Advisornet Financial
Minnesota
$114K 2,986 -29 -1%
LFG
23
Larson Financial Group
Missouri
$91.4K 2,397 +12 +0.5%
SAM
24
Smartleaf Asset Management
Massachusetts
$54.9K 1,453 +1,453 New
GRP
25
Global Retirement Partners
California
$20.2K 530 +530 New
1
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