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iShares ESG Aware US Aggregate Bond ETF

87 hedge funds and large institutions have $190M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $157M → $190M (+$33.1M)

18% more funds holding

Funds holding: 7487 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.58% less ownership

Funds ownership: 66.83%61.25% (-5.6%)

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
36
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$65K +$64.5K +1,151 New
SFS
77
Sowell Financial Services
Arkansas
$49K +$6.16K +110 +14%
SPIA
78
Steward Partners Investment Advisory
New York
$20K -$66.4K -1,186 -77%
CFG
79
Citizens Financial Group
Rhode Island
$18K +$18.1K +324 New
RWG
80
Regal Wealth Group
California
$17K
HGWM
81
Harvest Group Wealth Management
Massachusetts
$14K -$315K -5,633 -96%
FCM
82
Firestone Capital Management
Florida
$10K +$10.4K +185 New
BBA
83
Braun-Bostich & Associates
Pennsylvania
$8K -$14.6K -260 -64%
PP
84
Pacifica Partners
Canada
$7K
IA
85
IFP Advisors
Florida
$2K -$7.22K -129 -75%
BCM
86
Bourgeon Capital Management
Connecticut
$1K
FCA
87
FinTrust Capital Advisors
South Carolina
$1K
TI
88
tru Independence
Oregon
$553 +$548K +9,784 New
Jane Street
89
Jane Street
New York
-$8.44M -152,222 Closed
AC
90
Athanor Capital
New York
-$1.11M -20,000 Closed
Creative Planning
91
Creative Planning
Kansas
-$499K -9,000 Closed
CFIA
92
Cantor Fitzgerald Investment Advisors
New York
-$430K -7,768 Closed
Prudential Financial
93
Prudential Financial
New Jersey
-$252K -4,550 Closed
MWM
94
MBE Wealth Management
Wisconsin
-$37K -682 Closed
RCA
95
Rowland Carmichael Advisors
Arizona
-$23K -424 Closed
AIC
96
Ameritas Investment Company
Nebraska
-$17K -298 Closed
CGI
97
Cougar Global Investments
Ontario, Canada
-$6K -107 Closed
NFG
98
Next Financial Group
Texas
-$3K -52 Closed
Wells Fargo
99
Wells Fargo
California
-$56 -1 Closed