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
OPS
126
Orion Portfolio Solutions
Nebraska
$1.3M -$114K -2,482 -8%
CFG
127
Citizens Financial Group
Rhode Island
$1.28M +$25.6K +559 +2%
TPCW
128
TD Private Client Wealth
New York
$1.28M +$29K +633 +2%
AL
129
Aspiriant LLC
California
$1.28M +$1.22M +26,745 New
DI
130
DFPG Investments
Utah
$1.27M +$43.5K +951 +4%
Prudential Financial
131
Prudential Financial
New Jersey
$1.25M -$688K -15,017 -37%
CFFP
132
Center for Financial Planning
Michigan
$1.24M +$80.5K +1,758 +7%
CWM
133
Congress Wealth Management
Massachusetts
$1.21M +$1.16M +25,328 New
RA
134
RFG Advisory
Alabama
$1.18M +$12.9K +281 +1%
BFP
135
Brewster Financial Planning
New York
$1.13M +$10.1K +221 +0.9%
AWM
136
Aprio Wealth Management
Georgia
$1.12M +$18K +394 +2%
CWM
137
Cornerstone Wealth Management
Missouri
$1.11M +$32.7K +715 +3%
CHP
138
Cable Hill Partners
Oregon
$1.11M -$1.09M -23,768 -50%
AWM
139
Axxcess Wealth Management
California
$1.1M +$458K +10,003 +76%
IWC
140
Integrated Wealth Concepts
Massachusetts
$1.1M -$258K -5,626 -20%
PHIC
141
Pine Haven Investment Counsel
Massachusetts
$1.1M +$75.3K +1,645 +8%
NP
142
NorthRock Partners
Minnesota
$1.08M +$1.03M +22,521 New
SPIA
143
Steward Partners Investment Advisory
New York
$1.07M +$227K +4,949 +28%
PA
144
Parallel Advisors
California
$1.06M +$395K +8,629 +64%
LFA
145
Legacy Financial Advisors
Kentucky
$1.04M -$53.5K -1,169 -5%
FHB
146
First Hawaiian Bank
Hawaii
$1M -$41.1K -897 -4%
G
147
GenTrust
Florida
$1,000K +$2.88K +63 +0.3%
DWA
148
Divergent Wealth Advisors
Utah
$997K +$46 +1 +0%
CA
149
Cetera Advisors
Colorado
$996K -$61.9K -1,351 -6%
SCM
150
Stonehearth Capital Management
Massachusetts
$995K -$13.9K -303 -1%