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iShares ESG Aware US Aggregate Bond ETF

29 hedge funds and large institutions have $76.7M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

164% more funds holding

Funds holding: 1129 (+18)

22% more capital invested

Capital invested by funds: $63M → $76.7M (+$13.7M)

1.6% more ownership

Funds ownership: 108%109.6% (+1.6%)

Holders
29
Holders Change
+18
Holders Change %
+163.64%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
6
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.4M -$4.97M -94,862 -12%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.6M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.32M +$9.14M +174,545 New
Jane Street
4
Jane Street
New York
$2M +$1.96M +37,520 New
RCS
5
Retirement Capital Strategies
California
$1.74M +$61.3K +1,171 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.33M +$1.3M +24,902 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.05M +$1.03M +19,703 New
Goldman Sachs
8
Goldman Sachs
New York
$960K +$735K +14,044 +357%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$719K +$705K +13,472 New
SCM
10
Stonehearth Capital Management
Massachusetts
$596K +$17.2K +329 +3%
UCFA
11
United Capital Financial Advisors
Texas
$558K +$547K +10,457 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$445K +$437K +8,340 New
MWM
13
Mascoma Wealth Management
New Hampshire
$338K +$158K +3,025 +92%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$318K +$141K +2,701 +83%
MIS
15
Morningstar Investment Services
Illinois
$301K +$295K +5,637 New
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K +$243K +4,643 New
WIA
17
World Investment Advisors
California
$238K +$232K +4,431 New
Bank of America
18
Bank of America
North Carolina
$150K +$122K +2,337 +492%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$99K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$92K +$89.8K +1,715 New
OIA
21
OneDigital Investment Advisors
Kansas
$62K +$61.2K +1,170 New
SPIA
22
Steward Partners Investment Advisory
New York
$43K +$42.6K +813 New
AF
23
Advisornet Financial
Minnesota
$29K +$28.5K +545 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18.1K +345 New
CGI
25
Cougar Global Investments
Ontario, Canada
$10K -$10.7K -205 -54%