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iShares ESG Aware US Aggregate Bond ETF

74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

48% more funds holding

Funds holding: 5074 (+24)

37% more capital invested

Capital invested by funds: $115M → $157M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.46% less ownership

Funds ownership: 73.29%66.83% (-6.5%)

Holders
74
Holders Change
+24
Holders Change %
+48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
32
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.2M +$6.07M +111,326 +18%
Goldman Sachs
2
Goldman Sachs
New York
$31.5M +$4.07M +74,748 +15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.6M
SA
4
Stewardship Advisors
Pennsylvania
$9.49M -$299K -5,479 -3%
Jane Street
5
Jane Street
New York
$8.44M +$8.3M +152,222 New
RCS
6
Retirement Capital Strategies
California
$3.48M +$605K +11,109 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.07M +$5.68M +104,277 New
MIS
8
Morningstar Investment Services
Illinois
$2.79M +$614K +11,266 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.49M +$1.58M +29,008 +182%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.45M +$80.7K +1,480 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.43M +$1.54M +28,284 +182%
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.23M +$1.11M +20,365 +103%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.97M +$327K +6,008 +20%
WP
14
WealthSource Partners
California
$1.83M +$554K +10,160 +44%
Bank of America
15
Bank of America
North Carolina
$1.43M +$116K +2,127 +9%
VHAM
16
Van Hulzen Asset Management
California
$1.22M +$1.2M +21,955 New
BC
17
Bartlett & Co
Ohio
$1.2M +$1.18M +21,560 New
BCWM
18
Bartlett & Co Wealth Management
Ohio
$1.19M +$106K +1,950 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.16M +$364K +6,684 +47%
AC
20
Athanor Capital
New York
$1.11M +$1.09M +20,000 New
AC
21
Apella Capital
Connecticut
$1.05M +$1.03M +18,968 New
SCM
22
Stonehearth Capital Management
Massachusetts
$966K +$55.2K +1,013 +6%
WR
23
Watson Rebecca
$958K +$393K +7,206 +73%
WS
24
Wedbush Securities
California
$934K -$160K -2,934 -15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$897K +$637K +11,686 +259%