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iShares ESG Aware US Aggregate Bond ETF

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

54% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 106

12% more funds holding

Funds holding: 326365 (+39)

10% more capital invested

Capital invested by funds: $2.83B → $3.12B (+$291M)

0.1% more ownership

Funds ownership: 87.43%87.53% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$2.93M +$645K +14,079 +30%
OFG
77
Omega Financial Group
California
$2.91M -$317K -6,931 -10%
HGWM
78
Horst & Graben Wealth Management
Oregon
$2.82M +$18.1K +396 +0.7%
RFA
79
RTD Financial Advisors
Pennsylvania
$2.8M +$117K +2,555 +5%
CFIA
80
Cantor Fitzgerald Investment Advisors
New York
$2.73M +$2.62M +57,151 New
OMC
81
Old Mission Capital
Illinois
$2.7M +$2.59M +56,504 New
SWG
82
Summit Wealth Group
Vermont
$2.68M +$265K +5,777 +11%
GI
83
Gradient Investments
Minnesota
$2.63M -$8.65K -189 -0.3%
AG
84
AlTi Global
New York
$2.62M +$2.52M +54,952 New
Franklin Resources
85
Franklin Resources
California
$2.58M +$2M +43,764 +423%
SHJ
86
Sharkey, Howes & Javer
Colorado
$2.58M -$67.6K -1,476 -3%
PA
87
Parkside Advisors
California
$2.56M +$182K +3,974 +8%
CT
88
Cambridge Trust
Massachusetts
$2.55M -$274K -5,991 -10%
EGWAG
89
Elwood & Goetz Wealth Advisory Group
Georgia
$2.5M +$126K +2,761 +6%
EH
90
Equitable Holdings
New York
$2.38M +$163K +3,559 +8%
BMC
91
Bear Mountain Capital
Washington
$2.38M +$2.31M +50,376 New
BC
92
Brio Consultants
California
$2.37M +$410K +8,963 +22%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$2.37M
BDFN
94
Bond & Devick Financial Network
Minnesota
$2.35M -$177K -3,868 -7%
RCS
95
Retirement Capital Strategies
California
$2.35M +$2.25M +49,165 New
SHGA
96
Sand Hill Global Advisors
California
$2.27M +$1.81M +39,497 +490%
AssetMark Inc
97
AssetMark Inc
California
$2.22M +$210K +4,581 +11%
LSAG
98
Lake Street Advisors Group
New Hampshire
$2.21M +$25.7K +561 +1%
JFA
99
JNBA Financial Advisors
Minnesota
$2.18M +$92.3K +2,016 +5%
UCFA
100
United Capital Financial Advisors
Texas
$2.18M +$2.09M +45,653 New