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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
MFS
351
Mattson Financial Services
Michigan
$18.2K
LOIP
352
Live Oak Investment Partners
Texas
$15.1K
YAL
353
Your Advocates Ltd
Texas
$14.8K
CAS
354
Coppell Advisory Solutions
Texas
$14.2K
IA
355
IFP Advisors
Florida
$13.6K
CAM
356
Clarity Asset Management
Iowa
$9.87K +$96 +2 +1%
Citigroup
357
Citigroup
New York
$9.72K -$14.4K -300 -60%
NSIM
358
North Star Investment Management
Illinois
$8.07K +$7.95K +166 New
LFG
359
Larson Financial Group
Missouri
$7.73K -$431 -9 -5%
PP
360
Pacifica Partners
Canada
$6.03K
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$5.54K +$5.46K +114 New
PWM
362
Provident Wealth Management
Tennessee
$5K
SCM
363
Sterling Capital Management
North Carolina
$4.03K +$3.97K +83 New
RIA
364
Realta Investment Advisors
Delaware
$3.67K -$9.19K -192 -71%
RCM
365
Raleigh Capital Management
North Carolina
$3.13K +$3.06K +64 New
HWM
366
Hemington Wealth Management
Virginia
$3K +$3.3K +69 New
SAM
367
Smartleaf Asset Management
Massachusetts
$2.53K +$2.49K +52 New
NB
368
NBT Bank
New York
$2.23K -$4.07K -85 -65%
TAM
369
Tucker Asset Management
Colorado
$2.09K +$96 +2 +5%
WCM
370
Winthrop Capital Management
Indiana
$2K
GFPC
371
Global Financial Private Client
Florida
$1.31K
CTWM
372
Cherry Tree Wealth Management
Minnesota
$827
RWM
373
Ruedi Wealth Management
Illinois
$773
AA
374
Addison Advisors
Vermont
$98
Russell Investments Group
375
Russell Investments Group
United Kingdom
$3