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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
SWP
301
Stratos Wealth Partners
Ohio
$225K +$5.12K +107 +2%
GSEP
302
Golden State Equity Partners
California
$222K +$219K +4,577 New
4FG
303
4Thought Financial Group
New York
$222K -$10.1K -212 -4%
MLA
304
My Legacy Advisors
Oregon
$221K +$96 +2 +0%
SFG
305
Sage Financial Group
Pennsylvania
$220K +$217K +4,533 New
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$217K
DI
307
DDFG Inc
California
$213K +$3.35K +70 +2%
SQA
308
Simon Quick Advisors
New Jersey
$209K -$56.6K -1,183 -22%
EL
309
EQ LLC
Washington
$205K +$202K +4,214 New
CC
310
Copperleaf Capital
North Carolina
$204K +$201K +4,192 New
SPC
311
Sigma Planning Corp
Michigan
$203K -$27.8K -581 -12%
ATWA
312
Arbor Trust Wealth Advisors
Michigan
$203K
JWA
313
JFS Wealth Advisors
Pennsylvania
$178K -$5.98K -125 -3%
PTC
314
Private Trust Company
Ohio
$173K
PS
315
Principal Securities
Iowa
$162K
AIM
316
Acropolis Investment Management
Missouri
$158K +$26.8K +560 +21%
FHA
317
First Horizon Advisors
Tennessee
$147K +$51.5K +1,076 +55%
CIA
318
Cape Investment Advisory
Georgia
$147K +$145K +3,021 New
HWM
319
Horizons Wealth Management
North Carolina
$143K
SWM
320
Sugarloaf Wealth Management
Georgia
$135K -$11.9K -249 -8%
SC
321
Stephens Consulting
Michigan
$134K
TWC
322
TD Waterhouse Canada
Ontario, Canada
$125K
CA
323
Continuum Advisory
Idaho
$111K -$36.8K -768 -24%
SMFG
324
Sumitomo Mitsui Financial Group
Japan
$107K
AAG
325
Armstrong Advisory Group
Massachusetts
$86.8K +$814 +17 +1%