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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
Mariner
51
Mariner
Kansas
$4.47M +$623K +13,084 +16%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.23M -$42.5K -892 -1%
PP
53
Prudential plc
United Kingdom
$4.2M -$524K -11,000 -11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4M +$456K +9,566 +13%
Creative Planning
55
Creative Planning
Kansas
$3.81M +$427K +8,964 +12%
APW
56
Atlantic Private Wealth
North Carolina
$3.76M +$278K +5,839 +8%
OFG
57
Omega Financial Group
California
$3.59M -$85K -1,783 -2%
BPA
58
Beacon Pointe Advisors
California
$3.5M +$1.01M +21,145 +40%
OMC
59
Old Mission Capital
Illinois
$3.46M +$3.02M +63,325 +626%
AWS
60
Atria Wealth Solutions
New York
$3.41M +$52.8K +1,108 +2%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$43.4K +911 +1%
RBA
62
Richard Bernstein Advisors
New York
$3.17M -$88.5K -1,858 -3%
BC
63
Bartlett & Co
Ohio
$2.95M -$48.9K -1,027 -2%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$2.95M -$48.9K -1,027 -2%
TC
65
Trilogy Capital
California
$2.75M +$124K +2,599 +5%
GI
66
Gradient Investments
Minnesota
$2.73M +$1.37M +28,716 +98%
CT
67
Cambridge Trust
Massachusetts
$2.7M -$86.3K -1,812 -3%
RFA
68
RTD Financial Advisors
Pennsylvania
$2.61M -$49.6K -1,042 -2%
PA
69
Parkside Advisors
California
$2.58M +$179K +3,763 +7%
DWA
70
Divergent Wealth Advisors
Utah
$2.53M -$1.17M -24,647 -32%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$2.52M +$1.07M +22,473 +72%
CHP
72
Cable Hill Partners
Oregon
$2.52M +$73.5K +1,543 +3%
HGWM
73
Horst & Graben Wealth Management
Oregon
$2.46M +$442K +9,281 +22%
GWM
74
Grand Wealth Management
Michigan
$2.41M +$57.4K +1,205 +2%
SA
75
Stewardship Advisors
Pennsylvania
$2.38M +$73.5K +1,542 +3%