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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
YAL
351
Your Advocates Ltd
Texas
$13.2K +$12.6K +275 +27,500%
BCM
352
Bourgeon Capital Management
Connecticut
$12.4K +$2.29K +50 +24%
LFG
353
Larson Financial Group
Missouri
$8.02K
HI
354
Horizon Investments
North Carolina
$6.42K
PP
355
Pacifica Partners
Canada
$5.79K
GFPC
356
Global Financial Private Client
Florida
$5.35K -$1.42K -31 -22%
FSWA
357
Financial Synergies Wealth Advisors
Texas
$5.04K -$2.06K -45 -29%
PWM
358
Provident Wealth Management
Tennessee
$4.92K
NB
359
NBT Bank
New York
$4.92K +$4.72K +103 New
PAI
360
Pittenger & Anderson Inc
Nebraska
$2.58K +$137 +3 +6%
SAM
361
Smartleaf Asset Management
Massachusetts
$2.53K +$2.38K +52 New
KFP
362
Keener Financial Planning
Texas
$2K +$1.69K +37 New
LFA
363
Level Financial Advisors
New York
$1.53K +$641 +14 +78%
WCM
364
Winthrop Capital Management
Indiana
$1.53K +$1.47K +32 New
SRCM
365
Signature Resources Capital Management
California
$1.38K +$1.33K +29 New
CTWM
366
Cherry Tree Wealth Management
Minnesota
$812
TAM
367
Tucker Asset Management
Colorado
$716
GWS
368
Glassman Wealth Services
Virginia
$382
Citadel Advisors
369
Citadel Advisors
Florida
-$4.47M -98,730 Closed
CF
370
Cantor Fitzgerald
New York
-$2.62M -57,820 Closed
OWM
371
Orgel Wealth Management
Wisconsin
-$668K -14,743 Closed
AGA
372
Arkos Global Advisors
Texas
-$359K -7,926 Closed
1WM
373
1900 Wealth Management
Texas
-$317K -7,003 Closed
DP
374
Denver PWM
Colorado
-$268K -5,958 Closed
CI
375
CX Institutional
Indiana
-$232K -5,129 Closed