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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
VNA
176
Valley National Advisers
Pennsylvania
$521K +$303K +6,360 +136%
Franklin Resources
177
Franklin Resources
California
$520K -$5.86K -123 -1%
WIA
178
World Investment Advisors
California
$517K -$246K -5,170 -32%
AWM
179
Ameliora Wealth Management
Switzerland
$504K
BSB
180
Bangor Savings Bank
Maine
$493K
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$493K -$206K -4,321 -29%
OBWG
182
Onyx Bridge Wealth Group
New York
$482K -$97.2K -2,041 -17%
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$480K
AAM
184
Ameraudi Asset Management
New York
$474K -$73.9K -1,550 -13%
FMN
185
Financial Management Network
California
$470K -$106K -2,235 -18%
RSWM
186
Robertson Stephens Wealth Management
California
$469K -$394K -8,262 -45%
VCP
187
Verus Capital Partners
Arizona
$465K +$48.6K +1,020 +12%
Lido Advisors
188
Lido Advisors
California
$465K -$905 -19 -0.2%
T
189
TrueFG
Texas
$464K +$13.2K +278 +3%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$464K +$153K +3,208 +48%
SFP
191
Sandbox Financial Partners
Maryland
$459K +$35.3K +740 +8%
SQA
192
Simon Quick Advisors
New Jersey
$451K -$48.6K -1,020 -10%
T
193
TCWP
Ohio
$450K +$82.3K +1,728 +22%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$448K +$15.1K +317 +3%
PA
195
PFG Advisors
Arizona
$446K +$7.2K +151 +2%
SHWM
196
Smith & Howard Wealth Management
Georgia
$442K +$8.58K +180 +2%
SC
197
Stephens Consulting
Michigan
$442K +$14K +293 +3%
BWM
198
Benchmark Wealth Management
Connecticut
$434K -$246K -5,162 -36%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$429K
RW
200
Rede Wealth
Virginia
$412K -$28.8K -605 -6%