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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
DAS
51
Dynamic Advisor Solutions
Arizona
$7.57M -$135K -2,817 -2%
BRIA
52
Balanced Rock Investment Advisors
Massachusetts
$6.99M +$226K +4,724 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.95M -$398K -8,304 -5%
Financial Engines Advisors
54
Financial Engines Advisors
California
$6.9M +$6.8M +141,965 New
PAS
55
Park Avenue Securities
New York
$6.45M +$133K +2,781 +2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$6.33M -$8.73M -182,409 -58%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.21M +$121K +2,523 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$6.09M +$302K +6,319 +5%
AWA
59
Alaska Wealth Advisors
Alaska
$6.07M +$416K +8,688 +7%
OWA
60
One Wealth Advisors
California
$5.41M +$5.33M +111,269 New
SA
61
Stewardship Advisors
Pennsylvania
$5.34M +$307K +6,404 +6%
BFA
62
Bluestem Financial Advisors
Illinois
$5.11M +$2M +41,756 +66%
SHGA
63
Sand Hill Global Advisors
California
$4.77M +$96 +2 +0%
RSWM
64
Robertson Stephens Wealth Management
California
$4.72M -$132K -2,764 -3%
APW
65
Atlantic Private Wealth
North Carolina
$4.36M +$522K +10,896 +14%
B
66
Barings
North Carolina
$4.32M -$6.1M -127,505 -59%
FWIA
67
Fort Washington Investment Advisors
Ohio
$4.12M +$4.06M +84,750 New
US Bancorp
68
US Bancorp
Minnesota
$4.11M +$1.41M +29,418 +53%
Pictet Asset Management
69
Pictet Asset Management
Switzerland
$4.11M -$2.32M -48,429 -36%
SPIA
70
Steward Partners Investment Advisory
New York
$4.05M +$327K +6,822 +9%
AWS
71
Atria Wealth Solutions
New York
$3.84M +$75.9K +1,585 +2%
Creative Planning
72
Creative Planning
Kansas
$3.74M +$13K +271 +0.4%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.65M +$814K +17,015 +29%
BPA
74
Beacon Pointe Advisors
California
$3.57M +$32.6K +681 +0.9%
LRWA
75
Long Run Wealth Advisors
New York
$3.38M +$1.42M +29,733 +75%