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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
AIA
151
Ally Invest Advisors
North Carolina
$683K +$328K +6,893 +91%
NCM
152
Neumann Capital Management
California
$681K +$47.6K +1,000 +7%
CG
153
Colony Group
Massachusetts
$678K -$16.7K -350 -2%
CW
154
CreativeOne Wealth
Kansas
$675K -$65.7K -1,378 -9%
EC
155
Estate Counselors
Wisconsin
$672K -$6.19K -130 -0.9%
ST
156
Spinnaker Trust
Maine
$651K -$6.67K -140 -1%
RPSA
157
Richard P. Slaughter Associates
Texas
$646K +$23K +482 +4%
SWA
158
Stratos Wealth Advisors
Ohio
$641K -$2.95K -62 -0.5%
TAIM
159
TD Ameritrade Investment Management
Nebraska
$638K -$399K -8,370 -38%
TC
160
Trust Company
Kansas
$631K -$32.2K -676 -5%
SPIA
161
Steward Partners Investment Advisory
New York
$631K +$95.1K +1,996 +18%
AAS
162
Avantax Advisory Services
Texas
$622K +$133K +2,796 +27%
CL
163
Choreo LLC
Illinois
$612K +$60.2K +1,263 +11%
EPP
164
ETF Portfolio Partners
Kansas
$610K +$123K +2,579 +25%
APW
165
Austin Private Wealth
Texas
$609K +$99K +2,077 +19%
WA
166
Wealthstream Advisors
New York
$597K
AWM
167
Axxcess Wealth Management
California
$595K -$15.6K -328 -3%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$566K +$53K +1,112 +10%
MNG
169
Manning & Napier Group
New York
$566K
SP
170
Symmetry Partners
Connecticut
$551K +$23.3K +488 +4%
PA
171
Parallel Advisors
California
$544K +$25.9K +543 +5%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$543K +$40.4K +847 +8%
BBA
173
BLB&B Advisors
Pennsylvania
$532K +$156K +3,267 +41%
DC
174
Davenport & Co
Virginia
$526K +$91.8K +1,927 +21%
CB
175
Commerce Bank
Missouri
$522K -$16K -335 -3%