We are live on ! Find out more
EAGG icon

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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$15.4M +$630K +13,151 +4%
UBS Group
27
UBS Group
Switzerland
$15M +$1.38M +28,773 +10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$14.9M +$539K +11,266 +4%
SEI Investments
29
SEI Investments
Pennsylvania
$14.5M -$3.78M -78,954 -21%
DWM
30
Destination Wealth Management
California
$13.1M +$152K +3,174 +1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$1.83M +38,133 +17%
MIS
32
Morningstar Investment Services
Illinois
$12.2M -$130K -2,706 -1%
Morgan Stanley
33
Morgan Stanley
New York
$11.7M +$100K +2,092 +0.9%
Wealthfront Advisers
34
Wealthfront Advisers
California
$11M +$850K +17,751 +8%
SC
35
Savant Capital
Illinois
$11M +$496K +10,365 +5%
Osaic Holdings
36
Osaic Holdings
Arizona
$10.5M +$86.6K +1,810 +0.8%
WB
37
WesBanco Bank
West Virginia
$10.1M +$415K +8,672 +4%
DL
38
DOHJ LLC
Washington
$9.97M +$838K +17,510 +9%
FWI
39
Facet Wealth Inc
Maryland
$9.8M +$819K +17,107 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.33M +$928K +19,393 +11%
WIA
41
World Investment Advisors
California
$9.25M +$8.35M +174,452 +1,101%
AI
42
Accredited Investors
Minnesota
$9.18M +$1.14M +23,796 +14%
AC
43
Apella Capital
Connecticut
$9.07M -$99.3K -2,075 -1%
Mariner
44
Mariner
Kansas
$8.97M +$646K +13,492 +8%
NL
45
NEPC LLC
Massachusetts
$8.89M
ACA
46
Affinity Capital Advisors
California
$8.6M +$1.33M +27,864 +19%
MG
47
Mather Group
Illinois
$8.49M +$8.36M +174,686 +229,850%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$8.15M +$439K +9,161 +6%
Truist Financial
49
Truist Financial
North Carolina
$8.07M +$104K +2,172 +1%
MWM
50
Mascoma Wealth Management
New Hampshire
$7.99M +$1.03M +21,552 +15%