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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
SYBT
201
Stock Yards Bank & Trust
Kentucky
$559K +$245K +5,352 +84%
SHWM
202
Smith & Howard Wealth Management
Georgia
$553K +$208K +4,543 +65%
DC
203
Davenport & Co
Virginia
$537K +$4.72K +103 +0.9%
FA
204
Fermata Advisors
California
$529K +$48.2K +1,053 +10%
CB
205
Commerce Bank
Missouri
$528K
VWM
206
Venturi Wealth Management
Texas
$526K +$20.7K +453 +4%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$524K +$44.2K +966 +10%
BBA
208
BLB&B Advisors
Pennsylvania
$512K -$11.5K -251 -2%
AWM
209
Ameliora Wealth Management
Switzerland
$510K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$509K +$65.9K +1,440 +16%
T
211
TrueFG
Texas
$496K +$4.44K +97 +0.9%
Renaissance Technologies
212
Renaissance Technologies
New York
$490K -$766K -16,736 -62%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$490K +$3.85K +84 +0.8%
AIP
214
Ameritas Investment Partners
Nebraska
$489K +$5.68K +124 +1%
SP
215
Symmetry Partners
Connecticut
$487K -$84.6K -1,848 -15%
Jane Street
216
Jane Street
New York
$484K -$1.97M -43,085 -81%
BWM
217
Benchmark Wealth Management
Connecticut
$483K +$21.3K +466 +5%
PA
218
PFG Advisors
Arizona
$482K +$23.9K +522 +5%
AAM
219
Ameraudi Asset Management
New York
$480K
OGF
220
Orin Green Financial
California
$473K +$270K +5,886 +147%
Lido Advisors
221
Lido Advisors
California
$470K
PAG
222
Private Advisor Group
New Jersey
$462K +$236K +5,145 +114%
CAL
223
Capital Analysts LLC
Pennsylvania
$458K +$73.2K +1,598 +20%
CWM
224
Cranbrook Wealth Management
Michigan
$452K -$614K -13,402 -59%
PWM
225
Perigon Wealth Management
California
$446K +$89.3K +1,951 +26%