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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
EGWAG
76
Elwood & Goetz Wealth Advisory Group
Georgia
$324K +$38.3K +675 +13%
ST
77
Spinnaker Trust
Maine
$284K +$286K +5,039 New
CWM
78
Cranbrook Wealth Management
Michigan
$268K +$22.9K +404 +9%
RW
79
REDW Wealth
New Mexico
$266K +$22.4K +395 +9%
BIA
80
Bigelow Investment Advisors
Maine
$246K +$9.2K +162 +4%
BCA
81
Bay Colony Advisors
Massachusetts
$246K +$248K +4,364 New
ATWA
82
Arbor Trust Wealth Advisors
Michigan
$245K
CFG
83
Cooper Financial Group
California
$243K +$244K +4,299 New
NFG
84
Next Financial Group
Texas
$242K +$243K +4,282 New
V
85
Veritable
Delaware
$240K +$241K +4,243 New
JFA
86
JNBA Financial Advisors
Minnesota
$236K
Prudential Financial
87
Prudential Financial
New Jersey
$233K +$234K +4,129 New
FAAS
88
First Allied Advisory Services
California
$229K +$230K +4,050 New
BBA
89
BLB&B Advisors
Pennsylvania
$228K +$229K +4,032 New
BPA
90
Beacon Pointe Advisors
California
$222K +$223K +3,937 New
MNG
91
Manning & Napier Group
New York
$217K
CL
92
CPWM LLC
Washington
$213K +$214K +3,768 New
FCIM
93
Fairview Capital Investment Management
California
$207K
WIA
94
World Investment Advisors
California
$202K
RCAG
95
Rehmann Capital Advisory Group
Michigan
$201K +$202K +3,561 New
APA
96
American Portfolios Advisors
New York
$182K +$183K +3,215 New
TPWA
97
TRUE Private Wealth Advisors
Oregon
$142K
HGWM
98
Harvest Group Wealth Management
Massachusetts
$141K +$128K +2,249 +889%
BWM
99
BerganKDV Wealth Management
Minnesota
$130K +$131K +2,306 New
RIM
100
Rockbridge Investment Management
New York
$95K +$95.4K +1,680 New