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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
OLVIG
276
Oliver Lagore Vanvalin Investment Group
Michigan
$57.5K -$286 -6 -0.5%
OP
277
ORG Partners
Indiana
$53K +$53.7K +1,128 New
ME
278
McIlrath & Eck
Washington
$52.7K -$7.58K -159 -12%
HFS
279
HBC Financial Services
Washington
$52K
EWM
280
Endurance Wealth Management
Rhode Island
$49K
GC
281
Gould Capital
Washington
$47K
BNP Paribas Financial Markets
282
BNP Paribas Financial Markets
France
$45.5K +$29.9K +628 +187%
SS
283
Sunbelt Securities
Texas
$42.1K
MAWA
284
Moss Adams Wealth Advisors
Washington
$39.6K +$286 +6 +0.7%
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$37.6K +$37.8K +794 New
WP
286
WealthShield Partners
North Carolina
$35.4K
Citigroup
287
Citigroup
New York
$28.3K
IGWM
288
ICA Group Wealth Management
Colorado
$23.5K +$23.8K +499 New
RA
289
Rise Advisors
New York
$21.6K +$191 +4 +0.9%
CA
290
Crewe Advisors
Utah
$19.8K
APC
291
Aspire Private Capital
North Carolina
$18.9K
VCM
292
Vigilant Capital Management
Maine
$16K
LOIP
293
Live Oak Investment Partners
Texas
$14.7K
AAG
294
Armstrong Advisory Group
Massachusetts
$13.2K -$16.5K -346 -55%
CAS
295
Coppell Advisory Solutions
Texas
$12.2K +$12.4K +260 New
PG
296
Proffitt & Goodson
Tennessee
$10.4K +$2.1K +44 +25%
PCMC
297
Private Capital Management (Colorado)
Colorado
$10K +$10.1K +212 New
DIP
298
DT Investment Partners
Pennsylvania
$9.61K
LFG
299
Larson Financial Group
Missouri
$7.92K +$4.96K +104 +163%
HS
300
Horan Securities
United States
$7.51K +$48 +1 +0.6%