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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
OP
326
ORG Partners
Indiana
$64.1K +$9.25K +202 +18%
C
327
Covestor
United Kingdom
$64K -$2.06K -45 -3%
ME
328
McIlrath & Eck
Washington
$55.6K +$870 +19 +2%
GC
329
Gould Capital
Washington
$54.8K +$6.87K +150 +15%
HFS
330
HBC Financial Services
Washington
$53K
SIS
331
Sound Income Strategies
Florida
$52.8K +$50.6K +1,106 New
BNP Paribas Financial Markets
332
BNP Paribas Financial Markets
France
$51.8K +$7.24K +158 +17%
SS
333
Sunbelt Securities
Texas
$42.6K
LFA
334
LGT Financial Advisors
Texas
$39.3K +$458 +10 +1%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$38K +$36.4K +794 New
WP
336
WealthShield Partners
North Carolina
$36.9K
Citigroup
337
Citigroup
New York
$23.9K -$4.58K -100 -17%
RA
338
Rise Advisors
New York
$22.4K +$229 +5 +1%
APC
339
Aspire Private Capital
North Carolina
$21.9K -$504 -11 -2%
EWA
340
EverSource Wealth Advisors
Alabama
$20.8K +$19.9K +435 New
CA
341
Crewe Advisors
Utah
$20.4K
WTC
342
WhitTier Trust Company
Nevada
$19.9K +$19.1K +417 New
IGWM
343
ICA Group Wealth Management
Colorado
$17.9K +$17.2K +375 New
CAM
344
Clarity Asset Management
Iowa
$17.7K +$17K +372 New
CAS
345
Coppell Advisory Solutions
Texas
$14.9K -$20K -436 -58%
PG
346
Proffitt & Goodson
Tennessee
$14.8K +$2.11K +46 +17%
LOIP
347
Live Oak Investment Partners
Texas
$14.8K
DIP
348
DT Investment Partners
Pennsylvania
$14.2K +$4.3K +94 +46%
ADL
349
Asset Dedication LLC
California
$14K +$13.2K +289 New
AAG
350
Armstrong Advisory Group
Massachusetts
$13.8K -$1.47K -32 -10%