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iShares ESG Aware US Aggregate Bond ETF

87 hedge funds and large institutions have $190M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $157M → $190M (+$33.1M)

18% more funds holding

Funds holding: 7487 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.58% less ownership

Funds ownership: 66.83%61.25% (-5.6%)

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
36
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$36.9M +$4.72M +84,242 +15%
BlackRock
2
BlackRock
New York
$19.9M +$19.7M +352,304 +236,446%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M -$22M -393,132 -53%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.6M
Bank of America
5
Bank of America
North Carolina
$11.2M +$9.63M +171,908 +667%
SA
6
Stewardship Advisors
Pennsylvania
$9.4M -$288K -5,135 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$9.26M +$9.17M +163,767 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.06M +$1.5M +26,757 +59%
WS
9
Wedbush Securities
California
$3.87M +$2.89M +51,640 +306%
MIS
10
Morningstar Investment Services
Illinois
$3.79M +$936K +16,721 +33%
RCS
11
Retirement Capital Strategies
California
$3.5M -$54.3K -969 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.32M +$832K +14,847 +34%
Ameriprise
13
Ameriprise
Minnesota
$3.22M +$3.18M +56,815 New
BCM
14
Brookstone Capital Management
Illinois
$2.72M +$2.69M +48,118 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.36M -$3.5M -62,491 -60%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.28M +$8.35K +149 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.7M +$779K +13,909 +86%
FEG
18
Fund Evaluation Group
Ohio
$1.31M +$1.3M +23,200 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.3M +$118K +2,103 +10%
SC
20
Savant Capital
Illinois
$1.25M +$692K +12,350 +128%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.23M +$13.8K +247 +1%
BC
22
Bartlett & Co
Ohio
$1.23M +$13.8K +247 +1%
UBS Group
23
UBS Group
Switzerland
$1.15M +$465K +8,310 +69%
AC
24
Apella Capital
Connecticut
$1.1M +$26.8K +478 +3%
SEI Investments
25
SEI Investments
Pennsylvania
$1.08M +$552K +9,854 +107%