We are live on ! Find out more
EAGG icon

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
GC
326
Gould Capital
Washington
$83.4K
BNP Paribas Financial Markets
327
BNP Paribas Financial Markets
France
$83K +$21.2K +443 +35%
William Blair & Company
328
William Blair & Company
Illinois
$80.9K -$766 -16 -1%
PCMC
329
Private Capital Management (Colorado)
Colorado
$74.5K
ME
330
McIlrath & Eck
Washington
$59.2K +$2.2K +46 +4%
CA
331
CoreCap Advisors
Michigan
$56.2K -$2.01K -42 -4%
SIS
332
Sound Income Strategies
Florida
$53.7K
HFS
333
HBC Financial Services
Washington
$52K
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$50.2K -$5.94K -124 -11%
OP
335
ORG Partners
Indiana
$50K
OLVIG
336
Oliver Lagore Vanvalin Investment Group
Michigan
$48.5K -$191 -4 -0.4%
LFA
337
LGT Financial Advisors
Texas
$41K +$383 +8 +1%
GWSG
338
GPS Wealth Strategies Group
Colorado
$40.2K +$479 +10 +1%
PW
339
Paladin Wealth
Minnesota
$37.8K +$37.2K +777 New
HNB
340
Huntington National Bank
Ohio
$35.1K
C
341
Covestor
United Kingdom
$35K -$1.05K -22 -3%
DIP
342
DT Investment Partners
Pennsylvania
$34.5K
WP
343
WealthShield Partners
North Carolina
$34.4K
GWM
344
Geneos Wealth Management
Colorado
$28.7K +$28.2K +590 New
CA
345
Crewe Advisors
Utah
$27.4K +$479 +10 +2%
WSFS
346
Wilmington Savings Fund Society
Delaware
$26.5K +$26.1K +545 New
KFP
347
Keener Financial Planning
Texas
$26K +$23.2K +484 +733%
RA
348
Rise Advisors
New York
$23.3K +$191 +4 +0.8%
WTC
349
WhitTier Trust Company
Nevada
$20.3K
PG
350
Proffitt & Goodson
Tennessee
$19.6K +$622 +13 +3%