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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
BCM
301
Bourgeon Capital Management
Connecticut
$6.84K +$6.91K +145 New
GFPC
302
Global Financial Private Client
Florida
$6.72K +$6.81K +143 New
FSWA
303
Financial Synergies Wealth Advisors
Texas
$6.67K +$810 +17 +14%
HI
304
Horizon Investments
North Carolina
$5.86K +$381 +8 +7%
PP
305
Pacifica Partners
Canada
$5.8K
PWM
306
Provident Wealth Management
Tennessee
$4.86K
ACA
307
Aptus Capital Advisors
Alabama
$4.67K +$95 +2 +2%
PP
308
PrairieView Partners
Minnesota
$4K +$4.29K +90 New
TFP
309
Tilia Fiduciary Partners
North Carolina
$3.82K +$3.86K +81 New
CWA
310
Clearview Wealth Advisors
Oregon
$3.73K +$3.76K +79 New
PAI
311
Pittenger & Anderson Inc
Nebraska
$2.41K
GWS
312
Glassman Wealth Services
Virginia
$1.18K +$1.19K +25 New
LFA
313
Level Financial Advisors
New York
$849 +$48 +1 +6%
CTWM
314
Cherry Tree Wealth Management
Minnesota
$802 +$810 +17 New
TAM
315
Tucker Asset Management
Colorado
$708
RDFA
316
Ritter Daniher Financial Advisory
Ohio
$378 +$381 +8 New
FGAM
317
Financial Gravity Asset Management
Texas
$34 +$1.05K +22 +3%
YAL
318
Your Advocates Ltd
Texas
$27
IAIM
319
International Assets Investment Management
Florida
-$24.7M -390,160 Closed
BIP
320
Blueprint Investment Partners
North Carolina
-$2.69M -55,942 Closed
NYLIM
321
New York Life Investment Management
New York
-$945K -19,657 Closed
SHGA
322
Sand Hill Global Advisors
California
-$676K -14,076 Closed
RW
323
REDW Wealth
New Mexico
-$612K -12,740 Closed
MAM
324
MMA Asset Management
Pennsylvania
-$572K -11,899 Closed
FFA
325
First Foundation Advisors
California
-$474K -9,857 Closed