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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
BMD
101
Better Money Decisions
New Mexico
$1.59M +$127K +2,662 +9%
FG
102
Foster Group
Iowa
$1.56M +$79K +1,657 +5%
BFA
103
Bluestem Financial Advisors
Illinois
$1.56M +$754K +15,831 +92%
RIS
104
Retirement Income Solutions
Michigan
$1.51M +$105K +2,201 +7%
SPA
105
Sentinel Pension Advisors
Massachusetts
$1.42M +$70K +1,469 +5%
CWM
106
Cornerstone Wealth Management
Missouri
$1.39M +$229K +4,816 +19%
BC
107
Brio Consultants
California
$1.39M +$28.9K +607 +2%
BAAM
108
Baker Avenue Asset Management
California
$1.37M +$38.4K +805 +3%
OIA
109
OneDigital Investment Advisors
Kansas
$1.27M +$120K +2,515 +10%
ACA
110
Affinity Capital Advisors
California
$1.24M +$131K +2,740 +12%
DI
111
DFPG Investments
Utah
$1.22M +$525K +11,023 +75%
CFG
112
Citizens Financial Group
Rhode Island
$1.19M +$5.24K +110 +0.4%
TPCW
113
TD Private Client Wealth
New York
$1.19M +$33K +693 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.18M +$251K +5,274 +27%
BWM
115
Baystate Wealth Management
Massachusetts
$1.16M -$340K -7,133 -22%
LWMG
116
Levy Wealth Management Group
Pennsylvania
$1.15M +$164K +3,449 +17%
BFP
117
Brewster Financial Planning
New York
$1.11M +$875K +18,357 +353%
RA
118
RFG Advisory
Alabama
$1.1M +$13.8K +290 +1%
FHB
119
First Hawaiian Bank
Hawaii
$1.1M +$3K +63 +0.3%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$1.06M -$87.6K -1,839 -8%
G
121
GenTrust
Florida
$1.02M -$71.7K -1,505 -7%
CWM
122
Cranbrook Wealth Management
Michigan
$1.01M -$38.6K -810 -4%
PHIC
123
Pine Haven Investment Counsel
Massachusetts
$1M +$174K +3,645 +21%
LFA
124
Legacy Financial Advisors
Kentucky
$991K +$55.1K +1,156 +6%
SCM
125
Stonehearth Capital Management
Massachusetts
$977K -$9.05K -190 -0.9%