We are live on ! Find out more
EAGG icon

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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$15.7M +$752K +16,423 +5%
SEI Investments
27
SEI Investments
Pennsylvania
$15M +$106K +2,306 +0.7%
B
28
Barings
North Carolina
$14.5M +$1.24M +27,030 +10%
AF
29
Allworth Financial
California
$14.2M +$474K +10,345 +4%
UBS Group
30
UBS Group
Switzerland
$13M +$4.95M +107,996 +65%
FNWM
31
Financial Network Wealth Management
Utah
$13M +$1.3M +28,293 +12%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$12.4M +$1.87M +40,783 +19%
DWM
33
Destination Wealth Management
California
$10.9M -$2.34M -51,135 -18%
MML Investors Services
34
MML Investors Services
Massachusetts
$9.39M -$344K -7,502 -4%
WB
35
WesBanco Bank
West Virginia
$9.08M +$404K +8,830 +5%
SC
36
Savant Capital
Illinois
$8.86M +$114K +2,497 +1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.83M +$3.21M +70,093 +61%
NL
38
NEPC LLC
Massachusetts
$8.74M -$1.24M -26,979 -13%
FWI
39
Facet Wealth Inc
Maryland
$8.51M +$420K +9,164 +5%
PAS
40
Park Avenue Securities
New York
$8.51M -$646K -14,108 -7%
DL
41
DOHJ LLC
Washington
$8.48M +$8.13M +177,645 New
AC
42
Apella Capital
Connecticut
$8.42M -$337K -7,366 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7.68M +$2.35M +51,389 +47%
AI
44
Accredited Investors
Minnesota
$7.52M +$938K +20,482 +15%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$7.51M +$424K +9,262 +6%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.12M -$493K -10,760 -7%
Truist Financial
47
Truist Financial
North Carolina
$7.09M -$221K -4,837 -3%
DAS
48
Dynamic Advisor Solutions
Arizona
$6.94M +$744K +16,242 +12%
Wealthfront Advisers
49
Wealthfront Advisers
California
$6.84M +$600K +13,108 +10%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$6.47M