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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
Stifel Financial
101
Stifel Financial
Missouri
$2.47M +$982K +20,506 +68%
MWM
102
Modera Wealth Management
New Jersey
$2.42M +$215K +4,499 +10%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$2.41M
EFM
104
Eley Financial Management
Vermont
$2.18M +$242K +5,060 +13%
UCFA
105
United Capital Financial Advisors
Texas
$2.17M -$52.5K -1,097 -2%
SHJ
106
Sharkey, Howes & Javer
Colorado
$2.14M -$43.7K -912 -2%
CFFP
107
Center for Financial Planning
Michigan
$2.07M +$19.5K +408 +1%
FG
108
Foster Group
Iowa
$2.02M +$345K +7,213 +21%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$1.97M -$1.12M -23,296 -37%
FPCP
110
Fort Point Capital Partners
California
$1.95M +$14K +293 +0.7%
WA
111
Westfuller Advisors
New York
$1.93M +$1.9M +39,668 New
BMD
112
Better Money Decisions
New Mexico
$1.91M +$146K +3,042 +8%
BWL
113
Bogart Wealth LLC
Virginia
$1.9M +$258K +5,397 +16%
JFA
114
JNBA Financial Advisors
Minnesota
$1.87M +$518K +10,817 +39%
BCM
115
Brookstone Capital Management
Illinois
$1.79M +$62.5K +1,306 +4%
AIA
116
Ally Invest Advisors
North Carolina
$1.78M +$75.4K +1,575 +4%
UB
117
UMB Bank
Missouri
$1.72M
Principal Financial Group
118
Principal Financial Group
Iowa
$1.71M +$393K +8,202 +30%
SA
119
Sanctuary Advisors
Indiana
$1.7M +$470K +9,823 +37%
BAAM
120
Baker Avenue Asset Management
California
$1.61M +$222K +4,628 +16%
WA
121
Wealth Architects
California
$1.59M +$125K +2,611 +9%
NA
122
NewEdge Advisors
Louisiana
$1.59M -$378K -7,902 -19%
MA
123
Mutual Advisors
Nebraska
$1.59M +$1.61M +33,627 New
ODIJL
124
One Day In July LLC
Vermont
$1.51M -$68.1K -1,423 -4%
IWA
125
Invera Wealth Advisors
Oregon
$1.47M +$212K +4,425 +17%