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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
MMA
276
Miracle Mile Advisors
California
$234K -$471K -10,294 -68%
SF
277
SWP Financial
California
$234K +$224K +4,896 New
BFG
278
Buttonwood Financial Group
Missouri
$234K
ICM
279
IMS Capital Management
Oregon
$231K +$1.15K +25 +0.5%
OCM
280
One Capital Management
California
$229K
HWMA
281
Heritage Wealth Management (Arizona)
Arizona
$225K +$216K +4,723 New
WF
282
Williams Financial
Vermont
$225K
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$223K +$214K +4,673 New
BA
284
Bristlecone Advisors
Washington
$220K -$19K -414 -8%
DI
285
DDFG Inc
California
$218K +$209K +4,564 New
KPWS
286
Kestra Private Wealth Services
Texas
$218K +$209K +4,559 New
CC
287
Copperleaf Capital
North Carolina
$216K -$3.07K -67 -1%
HBT
288
Hills Bank & Trust
Iowa
$215K +$90.6K +1,978 +78%
BTI
289
Blue Trust Inc
Georgia
$215K
XF
290
XML Financial
Maryland
$215K +$206K +4,502 New
TCA
291
Transcend Capital Advisors
New Jersey
$213K +$205K +4,471 New
FCIM
292
Fairview Capital Investment Management
California
$212K
SWP
293
Stratos Wealth Partners
Ohio
$211K +$202K +4,422 New
MFC
294
Morris Financial Concepts
South Carolina
$209K -$46.3K -1,011 -19%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$208K +$201K +4,380 New
MYIA
296
Mount Yale Investment Advisors
Colorado
$208K -$25.9K -566 -11%
Comerica Bank
297
Comerica Bank
Texas
$208K +$4.4K +96 +2%
ATWA
298
Arbor Trust Wealth Advisors
Michigan
$207K +$199K +4,346 New
FA
299
Fountainhead AM
New Jersey
$205K +$197K +4,299 New
RIA
300
Regal Investment Advisors
Michigan
$203K -$53.5K -1,168 -22%