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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
SWG
76
Summit Wealth Group
Vermont
$2.38M -$55.3M -1,161,492 -96%
WP
77
WealthSource Partners
California
$2.38M -$26.3K -553 -1%
BDFN
78
Bond & Devick Financial Network
Minnesota
$2.37M +$323K +6,773 +16%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$2.34M -$23.8K -500 -1%
CAN
80
Cetera Advisor Networks
California
$2.25M +$187K +3,924 +9%
Corient Private Wealth
81
Corient Private Wealth
Florida
$2.22M -$10.3K -217 -0.5%
EGWAG
82
Elwood & Goetz Wealth Advisory Group
Georgia
$2.21M -$61.1K -1,282 -3%
LSAG
83
Lake Street Advisors Group
New Hampshire
$2.14M -$101K -2,120 -4%
RJT
84
Raymond James Trust
Florida
$2.1M
SHJ
85
Sharkey, Howes & Javer
Colorado
$2.08M +$22.5K +472 +1%
MWM
86
Modera Wealth Management
New Jersey
$2.05M +$2.07M +43,458 New
BCI
87
Brinker Capital Investments
Pennsylvania
$2.05M +$479K +10,059 +30%
OPS
88
Orion Portfolio Solutions
Nebraska
$2.05M +$479K +10,059 +30%
CF
89
Cantor Fitzgerald
New York
$2.04M -$31.7K -666 -2%
Prudential Financial
90
Prudential Financial
New Jersey
$2M -$109K -2,281 -5%
LRWA
91
Long Run Wealth Advisors
New York
$1.9M -$54.8K -1,151 -3%
BCM
92
Brookstone Capital Management
Illinois
$1.88M -$3.38K -71 -0.2%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.81M +$336K +7,049 +23%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$383K +8,032 +28%
JFA
95
JNBA Financial Advisors
Minnesota
$1.73M -$76.3K -1,601 -4%
EH
96
Equitable Holdings
New York
$1.69M +$74.4K +1,561 +5%
UB
97
UMB Bank
Missouri
$1.67M +$1.47M +30,787 +674%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$1.65M +$155K +3,260 +10%
US Bancorp
99
US Bancorp
Minnesota
$1.61M +$1.29M +27,077 +388%
AssetMark Inc
100
AssetMark Inc
California
$1.6M +$331K +6,942 +26%