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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
WFAG
176
Wescott Financial Advisory Group
Pennsylvania
$725K +$8.56K +187 +1%
FGAM
177
Financial Gravity Asset Management
Texas
$720K +$4.35K +95 +0.8%
APW
178
Austin Private Wealth
Texas
$710K +$15.8K +345 +2%
ST
179
Spinnaker Trust
Maine
$706K +$21.5K +469 +3%
EPP
180
ETF Portfolio Partners
Kansas
$697K +$1.74K +38 +0.3%
MOS
181
MGO One Seven
Ohio
$689K +$661K +14,434 New
PSA
182
Plum Street Advisors
Louisiana
$689K +$661K +14,425 New
T
183
TCWP
Ohio
$687K +$132K +2,881 +25%
EC
184
Estate Counselors
Wisconsin
$680K
WA
185
Wealth Architects
California
$671K +$644K +14,059 New
SFP
186
Sandbox Financial Partners
Maryland
$667K +$57.6K +1,258 +10%
TC
187
Trust Company
Kansas
$664K +$112K +2,452 +21%
WT
188
Whittier Trust
California
$663K +$636K +13,883 New
MPW
189
MA Private Wealth
California
$660K +$633K +13,824 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$637K +$65.6K +1,432 +12%
CW
191
CreativeOne Wealth
Kansas
$633K -$87.3K -1,907 -13%
MNG
192
Manning & Napier Group
New York
$632K
GW
193
GW & Wade
Massachusetts
$627K +$102K +2,223 +20%
IFWM
194
Institute for Wealth Management
Colorado
$609K -$77.4K -1,690 -12%
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$608K
WA
196
Wealthstream Advisors
New York
$604K -$412 -9 -0.1%
Morgan Stanley
197
Morgan Stanley
New York
$602K +$234K +5,108 +68%
VCP
198
Verus Capital Partners
Arizona
$589K +$107K +2,341 +23%
COCM
199
Charter Oak Capital Management
New Hampshire
$571K +$56.4K +1,231 +11%
VNA
200
Valley National Advisers
Pennsylvania
$569K +$37K +809 +7%