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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
WA
276
Wealth Alliance
New York
$273K -$84K -1,754 -24%
AFG
277
ABLE Financial Group
Arizona
$273K +$3.92K +82 +1%
NP
278
NorthRock Partners
Minnesota
$271K +$22.1K +461 +9%
CGFA
279
Colton Groome Financial Advisors
North Carolina
$265K +$14.1K +295 +6%
TIA
280
Traphagen Investment Advisors
New Jersey
$263K -$3.35K -70 -1%
HPM
281
Hoxton Planning & Management
West Virginia
$263K +$11.1K +232 +4%
JC
282
JB Capital
Connecticut
$254K -$6.61K -138 -3%
FA
283
Fountainhead AM
New Jersey
$250K +$246K +5,142 New
MFC
284
Morris Financial Concepts
South Carolina
$249K -$1.34K -28 -0.5%
GRP
285
Global Retirement Partners
California
$247K +$170K +3,543 +229%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$247K
SPAS
287
Spectrum Planning & Advisory Services
California
$243K +$240K +5,008 New
ICM
288
IMS Capital Management
Oregon
$242K
EWA
289
Emergent Wealth Advisors
New York
$239K -$18.4K -384 -7%
MCC
290
Maiden Cove Capital
Maine
$238K +$235K +4,908 New
BTI
291
Blue Trust Inc
Georgia
$237K +$15.5K +323 +7%
RW
292
REDW Wealth
New Mexico
$236K +$232K +4,855 New
FI
293
Financial Insights
Washington
$234K +$8.62K +180 +4%
KPWS
294
Kestra Private Wealth Services
Texas
$234K +$4.93K +103 +2%
TCA
295
Transcend Capital Advisors
New Jersey
$233K -$11.6K -243 -5%
KWM
296
Kingsview Wealth Management
Oregon
$233K -$5.17K -108 -2%
OCM
297
One Capital Management
California
$233K
BA
298
Bristlecone Advisors
Washington
$232K +$7.51K +157 +3%
CFD
299
Creative Financial Designs
Indiana
$229K
CWM
300
Centurion Wealth Management
Virginia
$227K +$224K +4,678 New