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iShares ESG Aware US Aggregate Bond ETF

372 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 85

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $2.77B → $3B (+$229M)

2% more funds holding

Funds holding: 364372 (+8)

0.25% more ownership

Funds ownership: 82.86%83.11% (+0.25%)

Holders
372
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
85
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
226
Presilium Private Wealth
Pennsylvania
$452K -$3.02K -63 -0.7%
FHB
227
First Hawaiian Bank
Hawaii
$448K -$74.1K -1,548 -14%
VNA
228
Valley National Advisers
Pennsylvania
$447K -$257K -5,359 -37%
S
229
SignatureFD
Georgia
$443K +$158K +3,300 +57%
BBW
230
Blue Barn Wealth
Utah
$429K +$14.5K +303 +4%
BRWA
231
B. Riley Wealth Advisors
Florida
$419K -$47.7K -996 -10%
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$419K -$17K -356 -4%
Comerica Bank
233
Comerica Bank
Texas
$418K +$217K +4,523 +111%
TFCP
234
Twin Focus Capital Partners
Massachusetts
$417K
DT
235
Diversified Trust
Tennessee
$409K -$9.57K -200 -2%
SVWAG
236
Sound View Wealth Advisors Group
Georgia
$408K -$43.7K -913 -10%
EB
237
Eastern Bank
Massachusetts
$406K +$400K +8,357 New
SFP
238
Sandbox Financial Partners
Maryland
$403K -$9.1K -190 -2%
IFWM
239
Institute for Wealth Management
Colorado
$399K +$3.83K +80 +1%
Focus Partners Wealth
240
Focus Partners Wealth
Massachusetts
$397K -$947K -19,785 -71%
P
241
&Partners
Tennessee
$387K +$381K +7,956 New
AF
242
Advisornet Financial
Minnesota
$384K +$49.9K +1,043 +15%
FFN
243
Focus Financial Network
Minnesota
$379K -$3.11K -65 -0.8%
GM
244
GeoWealth Management
Illinois
$370K +$1.63K +34 +0.4%
BFG
245
Buttonwood Financial Group
Missouri
$367K +$38.2K +797 +12%
SAI
246
Savvy Advisors Inc
New York
$365K +$7.23K +151 +2%
RFC
247
Regions Financial Corp
Alabama
$364K +$23.4K +489 +7%
FMN
248
Financial Management Network
California
$359K +$5.55K +116 +2%
CP
249
Canopy Partners
Ohio
$358K +$352K +7,361 New
LIA
250
LifePlan Investment Advisors
North Carolina
$357K -$9.29K -194 -3%