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iShares ESG Aware US Aggregate Bond ETF

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $2.41B → $2.53B (+$121M)

1% more funds holding

Funds holding: 312316 (+4)

3.1% less ownership

Funds ownership: 90.66%87.56% (-3.1%)

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$12.8M +$69.2K +1,453 +0.5%
MIS
27
Morningstar Investment Services
Illinois
$12M +$257K +5,399 +2%
FNWM
28
Financial Network Wealth Management
Utah
$10.1M +$801K +16,809 +8%
NL
29
NEPC LLC
Massachusetts
$9.9M +$10M +209,950 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$9.61M +$1.27M +26,592 +15%
AF
31
Allworth Financial
California
$9.51M +$1.92M +40,265 +25%
MML Investors Services
32
MML Investors Services
Massachusetts
$9.47M +$1.04M +21,732 +12%
PAS
33
Park Avenue Securities
New York
$8.59M +$456K +9,576 +6%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$8.55M -$161K -3,379 -2%
WB
35
WesBanco Bank
West Virginia
$8.49M +$344K +7,224 +4%
AC
36
Apella Capital
Connecticut
$8.3M +$8.38M +175,878 New
UBS Group
37
UBS Group
Switzerland
$7.91M -$210K -4,405 -3%
SC
38
Savant Capital
Illinois
$7.57M +$388K +8,150 +5%
Truist Financial
39
Truist Financial
North Carolina
$7.08M +$246K +5,160 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$6.87M +$177K +3,710 +3%
PAMS
41
Pictet Asset Management (Switzerland)
Switzerland
$6.39M +$6.46M +135,482 New
AI
42
Accredited Investors
Minnesota
$6.3M +$550K +11,547 +9%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$6.15M +$1.08M +22,718 +21%
FWI
44
Facet Wealth Inc
Maryland
$6.12M +$6.27M +131,552 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.05M +$2.82M +59,085 +85%
Wealthfront Advisers
46
Wealthfront Advisers
California
$5.84M +$711K +14,928 +14%
DAS
47
Dynamic Advisor Solutions
Arizona
$5.52M +$677K +14,215 +14%
MWM
48
Mascoma Wealth Management
New Hampshire
$4.67M +$1.69M +35,525 +55%
AWA
49
Alaska Wealth Advisors
Alaska
$4.56M +$481K +10,104 +12%
OWA
50
One Wealth Advisors
California
$4.52M -$994K -20,864 -18%