We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

119 hedge funds and large institutions have $424M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

123% more capital invested

Capital invested by funds: $190M → $424M (+$234M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more funds holding

Funds holding: 87119 (+32)

10.09% more ownership

Funds ownership: 61.25%71.34% (+10%)

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
58
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Baldrige Asset Management
Pennsylvania
$649K +$44.7K +788 +7%
Stifel Financial
52
Stifel Financial
Missouri
$616K +$79.6K +1,402 +15%
AI
53
Accredited Investors
Minnesota
$583K +$586K +10,320 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$582K +$585K +10,305 New
PA
55
Parkside Advisors
California
$559K +$162K +2,859 +41%
EH
56
Equitable Holdings
New York
$525K +$133K +2,337 +34%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$516K +$351K +6,176 +209%
FFN
58
Focus Financial Network
Minnesota
$480K +$270K +4,748 +127%
HGWM
59
Horst & Graben Wealth Management
Oregon
$476K +$478K +8,426 New
PAS
60
Park Avenue Securities
New York
$462K +$201K +3,537 +76%
RA
61
RFG Advisory
Alabama
$457K +$178K +3,143 +64%
M&T Bank
62
M&T Bank
New York
$431K +$433K +7,619 New
TC
63
Trilogy Capital
California
$411K +$115K +2,018 +38%
PFA
64
Pure Financial Advisors
California
$406K +$11.8K +207 +3%
SPC
65
Sigma Planning Corp
Michigan
$394K -$209K -3,675 -35%
AAP
66
Arax Advisory Partners
Colorado
$391K +$393K +6,921 New
WB
67
WesBanco Bank
West Virginia
$385K
William Blair & Company
68
William Blair & Company
Illinois
$368K +$370K +6,521 New
AssetMark Inc
69
AssetMark Inc
California
$366K -$101K -1,787 -22%
ACA
70
Affinity Capital Advisors
California
$357K +$359K +6,323 New
SFA
71
Sequoia Financial Advisors
Ohio
$356K
EPP
72
ETF Portfolio Partners
Kansas
$349K -$10.4K -184 -3%
AFAS
73
Acorn Financial Advisory Services
Virginia
$339K +$341K +6,005 New
BC
74
Brio Consultants
California
$338K +$63.7K +1,123 +23%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$328K +$39.6K +697 +14%