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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
Susquehanna International Group
376
Susquehanna International Group
Pennsylvania
-$4.55M -97,706 Closed
Citadel Advisors
377
Citadel Advisors
Florida
-$3.87M -83,013 Closed
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
-$2.38M -50,600 Closed
OMC
379
Old Mission Capital
Illinois
-$1.97M -42,316 Closed
IAIM
380
International Assets Investment Management
Florida
-$755K -16,204 Closed
T
381
TCWP
Ohio
-$508K -10,894 Closed
CAG
382
Curtis Advisory Group
California
-$422K -9,059 Closed
HF
383
HRT Financial
New York
-$415K -8,918 Closed
RPSA
384
Richard P. Slaughter Associates
Texas
-$345K -7,394 Closed
WRPWM
385
Werba Rubin Papier Wealth Management
California
-$329K -7,050 Closed
WCFA
386
Walkner Condon Financial Advisors
Wisconsin
-$309K -6,622 Closed
FA
387
Fermata Advisors
California
-$276K -5,919 Closed
OC
388
Oakworth Capital
Alabama
-$255K -5,477 Closed
OWMIAS
389
One Wealth Management Investment & Advisory Services
Florida
-$227K -4,872 Closed
CCA
390
Carrera Capital Advisors
Michigan
-$216K -4,638 Closed
XF
391
XML Financial
Maryland
-$211K -4,531 Closed
BFA
392
Brown Financial Advisors
Ohio
-$87.9K -1,886 Closed
SA
393
Scarborough Advisors
Maryland
-$57K -1,224 Closed
SS
394
Sunbelt Securities
Texas
-$41.6K -893 Closed
SP
395
SWS Partners
Ohio
-$25.2K -541 Closed
HI
396
Horizon Investments
North Carolina
-$7.22K -156 Closed
DP
397
Denver PWM
Colorado
-$984 -21 Closed