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iShares ESG Aware US Aggregate Bond ETF

138 hedge funds and large institutions have $526M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 15

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $424M → $526M (+$103M)

16% more funds holding

Funds holding: 119138 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 71.34%70.77% (-0.57%)

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
64
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
51
TD Ameritrade Investment Management
Nebraska
$933K +$416K +7,374 +81%
PA
52
Parallel Advisors
California
$856K +$86.2K +1,529 +11%
TC
53
Trilogy Capital
California
$826K +$414K +7,344 +101%
Truist Financial
54
Truist Financial
North Carolina
$816K +$5.98K +106 +0.7%
FMN
55
Financial Management Network
California
$796K +$799K +14,170 New
Stifel Financial
56
Stifel Financial
Missouri
$697K +$79.6K +1,412 +13%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$684K +$682K +12,089 New
RA
58
RFG Advisory
Alabama
$677K +$225K +4,000 +49%
EGWAG
59
Elwood & Goetz Wealth Advisory Group
Georgia
$666K +$340K +6,033 +105%
BPA
60
Beacon Pointe Advisors
California
$661K +$437K +7,752 +197%
BCI
61
Brinker Capital Investments
Pennsylvania
$657K -$76K -1,349 -10%
APA
62
American Portfolios Advisors
New York
$652K +$468K +8,310 +258%
BAM
63
Baldrige Asset Management
Pennsylvania
$639K -$10.3K -183 -2%
TI
64
tru Independence
Oregon
$553K +$552K +9,784 New
BSB
65
Bangor Savings Bank
Maine
$504K +$502K +8,913 New
MML Investors Services
66
MML Investors Services
Massachusetts
$494K -$785K -13,926 -61%
GBBWRPM
67
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$475K +$473K +8,393 New
DAS
68
Dynamic Advisor Solutions
Arizona
$443K +$442K +7,837 New
AFAS
69
Acorn Financial Advisory Services
Virginia
$441K +$101K +1,796 +30%
WFAG
70
Wescott Financial Advisory Group
Pennsylvania
$436K +$435K +7,720 New
ST
71
Spinnaker Trust
Maine
$430K +$145K +2,568 +51%
DADC
72
D.A. Davidson & Co
Montana
$420K +$419K +7,437 New
BA
73
Bluesphere Advisors
Pennsylvania
$420K +$420K +7,444 New
SPC
74
Sigma Planning Corp
Michigan
$418K +$24K +425 +6%
William Blair & Company
75
William Blair & Company
Illinois
$411K +$42.4K +753 +12%