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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
Stifel Financial
151
Stifel Financial
Missouri
$989K +$147K +3,204 +18%
VFA
152
Valeo Financial Advisors
Indiana
$981K
BIP
153
Blueprint Investment Partners
North Carolina
$954K +$915K +19,991 New
CPRC
154
Consolidated Portfolio Review Corp
New York
$941K -$7.88K -172 -0.9%
AWM
155
AE Wealth Management
Kansas
$927K -$52.4K -1,145 -6%
WWA
156
WCG Wealth Advisors
Nevada
$921K +$54.6K +1,192 +7%
HI
157
Harbour Investments
Wisconsin
$918K +$57.1K +1,246 +7%
ODIJL
158
One Day In July LLC
Vermont
$880K
SWA
159
Stratos Wealth Advisors
Ohio
$867K -$8.52K -186 -1%
WIA
160
World Investment Advisors
California
$865K +$16.6K +362 +2%
FF
161
Friedenthal Financial
New Jersey
$855K
DADC
162
D.A. Davidson & Co
Montana
$855K +$76.5K +1,671 +10%
BWL
163
Bogart Wealth LLC
Virginia
$855K +$101K +2,212 +14%
NCM
164
Neumann Capital Management
California
$853K +$64.1K +1,400 +8%
SFA
165
Sequoia Financial Advisors
Ohio
$853K -$115K -2,502 -12%
CL
166
Choreo LLC
Illinois
$839K +$13.9K +304 +2%
IAIM
167
International Assets Investment Management
Florida
$822K +$788K +17,215 New
TWM
168
Tradition Wealth Management
Minnesota
$789K +$60.8K +1,327 +9%
MGIA
169
Moneta Group Investment Advisors
Missouri
$775K +$75.7K +1,654 +11%
DPI
170
Diversified Portfolios Inc
Michigan
$768K +$25.9K +566 +4%
KL
171
KilterHowling LLC
Colorado
$766K +$30.2K +660 +4%
IWA
172
Invera Wealth Advisors
Oregon
$765K +$734K +16,032 New
NA
173
NewEdge Advisors
Louisiana
$758K +$736K +16,084 New
AAS
174
Avantax Advisory Services
Texas
$753K +$38.1K +833 +6%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$731K