We are live on ! Find out more
EAGG icon

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
NYLIM
101
New York Life Investment Management
New York
$2.15M +$2.06M +44,979 New
WP
102
WealthSource Partners
California
$2.11M -$458K -10,000 -18%
Principal Financial Group
103
Principal Financial Group
Iowa
$2.1M +$580K +12,661 +40%
MWM
104
Modera Wealth Management
New Jersey
$2.02M -$35.4K -772 -2%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$2M +$1.92M +41,936 New
EFM
106
Eley Financial Management
Vermont
$1.98M +$1.67M +36,433 +730%
RBA
107
Richard Bernstein Advisors
New York
$1.95M -$819K -17,890 -30%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$1.95M +$115K +2,503 +7%
LRWA
109
Long Run Wealth Advisors
New York
$1.92M +$2.66K +58 +0.1%
FPCP
110
Fort Point Capital Partners
California
$1.86M +$1.4M +30,574 +368%
BFA
111
Bluestem Financial Advisors
Illinois
$1.85M +$189K +4,127 +12%
BCM
112
Brookstone Capital Management
Illinois
$1.78M -$143K -3,123 -8%
ASN
113
Advisory Services Network
Georgia
$1.77M -$34.8K -760 -2%
UB
114
UMB Bank
Missouri
$1.69M
BMD
115
Better Money Decisions
New Mexico
$1.59M -$32.1K -700 -2%
FG
116
Foster Group
Iowa
$1.53M
OIA
117
OneDigital Investment Advisors
Kansas
$1.49M -$242K -5,284 -14%
SAG
118
SageView Advisory Group
California
$1.48M -$721K -15,751 Closed
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.46M +$254K +5,547 +22%
RIS
120
Retirement Income Solutions
Michigan
$1.42M -$29.4K -643 -2%
SPA
121
Sentinel Pension Advisors
Massachusetts
$1.41M -$31.6K -690 -2%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$1.37M +$15.9K +347 +1%
BAAM
123
Baker Avenue Asset Management
California
$1.37M +$15K +327 +1%
AIA
124
Ally Invest Advisors
North Carolina
$1.31M +$129K +2,821 +11%
BCI
125
Brinker Capital Investments
Pennsylvania
$1.3M -$114K -2,482 -8%