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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
FFN
126
Focus Financial Network
Minnesota
$953K -$88K -1,846 -8%
SFA
127
Sequoia Financial Advisors
Ohio
$944K +$6.43K +135 +0.7%
TA
128
Tiedemann Advisors
New York
$911K +$920K +19,305 New
AWM
129
AE Wealth Management
Kansas
$902K +$52.6K +1,105 +6%
CA
130
Cetera Advisors
Colorado
$890K +$144K +3,022 +19%
IWC
131
Integrated Wealth Concepts
Massachusetts
$887K -$76.8K -1,611 -8%
VFA
132
Valeo Financial Advisors
Indiana
$876K -$2.91K -61 -0.3%
ODIJL
133
One Day In July LLC
Vermont
$873K -$5.67K -119 -0.6%
Stifel Financial
134
Stifel Financial
Missouri
$847K +$52.9K +1,110 +7%
CWM
135
Congress Wealth Management
Massachusetts
$829K +$837K +17,572 New
HI
136
Harbour Investments
Wisconsin
$811K +$157K +3,290 +24%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$807K
Principal Financial Group
138
Principal Financial Group
Iowa
$767K
EWA
139
EP Wealth Advisors
California
$761K +$716K +15,035 +748%
DPI
140
Diversified Portfolios Inc
Michigan
$756K +$27.4K +576 +4%
OWM
141
Orgel Wealth Management
Wisconsin
$753K -$3.76K -79 -0.5%
KL
142
KilterHowling LLC
Colorado
$736K -$14.6K -307 -2%
CFFP
143
Center for Financial Planning
Michigan
$728K +$375K +7,874 +104%
AWM
144
Aprio Wealth Management
Georgia
$728K +$28.7K +602 +4%
CPCM
145
Cardinal Point Capital Management
Ontario, Canada
$722K +$10.5K +220 +1%
WWA
146
WCG Wealth Advisors
Nevada
$720K +$191K +4,013 +36%
MMA
147
Miracle Mile Advisors
California
$717K -$220K -4,618 -23%
IFWM
148
Institute for Wealth Management
Colorado
$713K +$69K +1,448 +11%
TWM
149
Tradition Wealth Management
Minnesota
$696K +$420K +8,823 +149%
DADC
150
D.A. Davidson & Co
Montana
$685K +$12.7K +267 +2%