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iShares ESG Aware US Aggregate Bond ETF

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

54% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 106

12% more funds holding

Funds holding: 326365 (+39)

10% more capital invested

Capital invested by funds: $2.83B → $3.12B (+$291M)

0.1% more ownership

Funds ownership: 87.43%87.53% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
251
GYL Financial Synergies
Connecticut
$303K +$291K +6,347 New
TFCP
252
Twin Focus Capital Partners
Massachusetts
$301K -$36.2K -790 -11%
FI
253
Financial Insights
Washington
$291K -$60K -1,310 -18%
AG
254
Ascent Group
Virginia
$287K -$17.9K -390 -6%
OWM
255
Opes Wealth Management
California
$287K +$22K +480 +9%
KFSC
256
Keystone Financial Services (Colorado)
Colorado
$287K +$19.9K +434 +8%
RW
257
Rede Wealth
Virginia
$285K -$135K -2,950 -33%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$285K
HPM
259
Hoxton Planning & Management
West Virginia
$281K -$15.1K -329 -5%
SWPG
260
Strategic Wealth Partners Group
Illinois
$276K -$63.8K -1,394 -19%
CWM
261
Centurion Wealth Management
Virginia
$273K +$262K +5,719 New
B
262
Birchbrook
Maine
$272K +$261K +5,696 New
EVM
263
Evelyn V. Moreno
$270K -$143K -3,123 -36%
B
264
Bridgeworth
Alabama
$268K
CFGS
265
Concourse Financial Group Securities
Alabama
$267K +$174K +3,806 +213%
CFFNO
266
Common Fund For Nonprofit Organizations
Connecticut
$265K +$254K +5,546 New
SWM
267
Spire Wealth Management
Virginia
$263K -$21.7K -474 -8%
KAS
268
Kestra Advisory Services
Texas
$262K -$20.5K -447 -8%
OC
269
Oakworth Capital
Alabama
$261K
JC
270
JB Capital
Connecticut
$260K -$5.82K -127 -2%
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$255K +$458 +10 +0.2%
LNC
272
Lincoln National Corp
Pennsylvania
$248K +$31.6K +690 +15%
TNBTD
273
Trustmark National Bank Trust Department
Mississippi
$243K
SFG
274
Sage Financial Group
Pennsylvania
$240K +$6.18K +135 +3%
TIA
275
Traphagen Investment Advisors
New Jersey
$237K +$321 +7 +0.1%