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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
AI
251
Atria Investments
North Carolina
$353K +$13.3K +277 +4%
BSB
252
Bangor Savings Bank
Maine
$344K -$198K -4,139 -37%
OBWG
253
Onyx Bridge Wealth Group
New York
$342K +$82.4K +1,721 +32%
AWM
254
AE Wealth Management
Kansas
$335K +$2.87K +60 +0.9%
CAM
255
Cresset Asset Management
Illinois
$334K +$24.5K +512 +8%
OWM
256
Opes Wealth Management
California
$330K +$12.9K +270 +4%
EPP
257
ETF Portfolio Partners
Kansas
$330K +$35.8K +748 +12%
SB
258
Strategic Blueprint
Georgia
$330K +$239 +5 +0.1%
TC
259
TownSquare Capital
Utah
$329K -$5.98K -125 -2%
AG
260
Ascent Group
Virginia
$327K +$29.2K +611 +10%
B
261
Birchbrook
Maine
$327K +$3.92K +82 +1%
PAG
262
Private Advisor Group
New Jersey
$323K +$18K +375 +6%
BBA
263
Braun-Bostich & Associates
Pennsylvania
$314K +$33.1K +692 +12%
EC
264
Estate Counselors
Wisconsin
$307K
HFA
265
Highland Financial Advisors
New Jersey
$307K +$43.8K +916 +17%
JF
266
JSF Financial
California
$307K +$2.97K +62 +1%
FCIM
267
Fairview Capital Investment Management
California
$301K +$12K +250 +4%
CHP
268
Cable Hill Partners
Oregon
$300K -$477K -9,969 -62%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$294K +$31.3K +653 +12%
CFFNO
270
Common Fund For Nonprofit Organizations
Connecticut
$293K -$3.92K -82 -1%
HBT
271
Hills Bank & Trust
Iowa
$292K
MNA
272
Manning & Napier Advisors
New York
$284K -$171K -3,575 -38%
SOAG
273
Silver Oak Advisory Group
Oregon
$277K +$2.68K +56 +1%
SF
274
SWP Financial
California
$277K
CFGS
275
Concourse Financial Group Securities
Alabama
$273K +$22.9K +478 +9%