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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
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M -$606K -12,659 -16%
OIA
77
OneDigital Investment Advisors
Kansas
$3.19M +$278K +5,799 +10%
RJT
78
Raymond James Trust
Florida
$3.16M
TC
79
Trilogy Capital
California
$3.14M -$113K -2,360 -4%
LSAG
80
Lake Street Advisors Group
New Hampshire
$3.1M +$818K +17,078 +37%
SRWM
81
Shira Ridge Wealth Management
California
$3.09M +$2.7M +56,504 +806%
BC
82
Brio Consultants
California
$3.02M +$153K +3,195 +5%
CFIA
83
Cantor Fitzgerald Investment Advisors
New York
$2.95M -$53.3K -1,113 -2%
HGWM
84
Horst & Graben Wealth Management
Oregon
$2.94M +$25.9K +541 +0.9%
BCI
85
Brinker Capital Investments
Pennsylvania
$2.94M +$1.68M +35,095 +138%
OPS
86
Orion Portfolio Solutions
Nebraska
$2.94M +$1.68M +35,095 +138%
PA
87
Parkside Advisors
California
$2.93M +$26.7K +557 +0.9%
OFG
88
Omega Financial Group
California
$2.88M -$57K -1,190 -2%
RFA
89
RTD Financial Advisors
Pennsylvania
$2.84M +$36.2K +757 +1%
BDFN
90
Bond & Devick Financial Network
Minnesota
$2.83M +$325K +6,791 +13%
EWA
91
EP Wealth Advisors
California
$2.82M +$55.2K +1,154 +2%
AssetMark Inc
92
AssetMark Inc
California
$2.8M +$346K +7,231 +14%
GI
93
Gradient Investments
Minnesota
$2.77M +$166K +3,461 +6%
RCS
94
Retirement Capital Strategies
California
$2.71M +$2.67M +55,764 New
SPA
95
Sentinel Pension Advisors
Massachusetts
$2.7M +$308K +6,437 +13%
EH
96
Equitable Holdings
New York
$2.64M +$133K +2,785 +5%
Corient Private Wealth
97
Corient Private Wealth
Florida
$2.58M +$75.6K +1,580 +3%
BMC
98
Bear Mountain Capital
Washington
$2.57M +$62.9K +1,315 +3%
COCM
99
Charter Oak Capital Management
New Hampshire
$2.52M +$574K +12,001 +30%
SWG
100
Summit Wealth Group
Vermont
$2.52M -$158K -3,309 -6%