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iShares ESG Aware US Aggregate Bond ETF

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $2.41B → $2.53B (+$121M)

1% more funds holding

Funds holding: 312316 (+4)

3.1% less ownership

Funds ownership: 90.66%87.56% (-3.1%)

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
226
First Affirmative Financial Network
Colorado
$280K -$29.2K -612 -9%
MGIA
227
Moneta Group Investment Advisors
Missouri
$278K -$37.2K -781 -12%
GM
228
GeoWealth Management
Illinois
$259K -$2.95K -62 -1%
OC
229
Oakworth Capital
Alabama
$258K
DP
230
Denver PWM
Colorado
$258K +$5.86K +123 +2%
MFC
231
Morris Financial Concepts
South Carolina
$253K +$62.8K +1,319 +33%
HPM
232
Hoxton Planning & Management
West Virginia
$253K -$545K -11,429 -68%
TF
233
TimeScale Financial
Massachusetts
$248K -$1.24K -26 -0.5%
BFG
234
Buttonwood Financial Group
Missouri
$247K +$29.8K +625 +14%
USCWA
235
U.S. Capital Wealth Advisors
Texas
$242K
B
236
Bridgeworth
Alabama
$241K -$25.9K -544 -10%
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$240K
BA
238
Bristlecone Advisors
Washington
$240K +$4.76K +100 +2%
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$237K +$239K +5,016 New
KAS
240
Kestra Advisory Services
Texas
$236K +$238K +4,997 New
RIA
241
Regal Investment Advisors
Michigan
$232K +$6.19K +130 +3%
TDWM
242
Topel & Distasi Wealth Management
California
$231K +$4K +84 +2%
KFSC
243
Keystone Financial Services (Colorado)
Colorado
$231K
BTI
244
Blue Trust Inc
Georgia
$228K +$24.3K +509 +12%
ICM
245
IMS Capital Management
Oregon
$227K
LGWM
246
Litman Gregory Wealth Management
California
$227K +$229K +4,809 New
OCM
247
One Capital Management
California
$226K
JC
248
JB Capital
Connecticut
$225K +$5.62K +118 +3%
OWM
249
Opes Wealth Management
California
$225K
CFD
250
Creative Financial Designs
Indiana
$221K +$223K +4,688 New