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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.44M -$21.8K -456 -2%
ASN
127
Advisory Services Network
Georgia
$1.43M
HPFG
128
Hart & Patterson Financial Group
Massachusetts
$1.42M -$1.55M -32,343 -52%
PA
129
Planning Alternatives
Michigan
$1.41M +$1.39M +29,116 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.38M +$104K +2,163 +8%
TWP
131
Tempus Wealth Planning
California
$1.37M -$58.8K -1,229 -4%
PHIC
132
Pine Haven Investment Counsel
Massachusetts
$1.35M +$130K +2,722 +11%
TPCW
133
TD Private Client Wealth
New York
$1.3M +$7.71K +161 +0.6%
AL
134
Aspiriant LLC
California
$1.28M
DAS
135
Diversify Advisory Services
Utah
$1.27M +$262K +5,480 +26%
RA
136
RFG Advisory
Alabama
$1.24M -$6.84K -143 -0.6%
CWM
137
Cranbrook Wealth Management
Michigan
$1.24M +$54.1K +1,130 +5%
NCM
138
Neumann Capital Management
California
$1.23M +$54.6K +1,140 +5%
HI
139
Harbour Investments
Wisconsin
$1.2M -$102K -2,139 -8%
BFP
140
Brewster Financial Planning
New York
$1.19M +$11.2K +235 +1%
CWM
141
Cornerstone Wealth Management
Missouri
$1.18M +$6.03K +126 +0.5%
SCM
142
Stonehearth Capital Management
Massachusetts
$1.18M +$50.4K +1,053 +5%
CWM
143
Congress Wealth Management
Massachusetts
$1.18M +$16K +335 +1%
AWM
144
Aprio Wealth Management
Georgia
$1.15M +$2.54K +53 +0.2%
Prudential Financial
145
Prudential Financial
New Jersey
$1.13M +$137K +2,862 +14%
AWM
146
Axxcess Wealth Management
California
$1.13M -$11.2K -235 -1%
VFA
147
Valeo Financial Advisors
Indiana
$1.07M +$38.1K +796 +4%
GWM
148
Grand Wealth Management
Michigan
$1.06M +$5.84K +122 +0.6%
G
149
GenTrust
Florida
$1.06M +$41.3K +863 +4%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.04M +$16.4K +342 +2%