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iShares ESG Aware US Aggregate Bond ETF

119 hedge funds and large institutions have $424M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

123% more capital invested

Capital invested by funds: $190M → $424M (+$234M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more funds holding

Funds holding: 87119 (+32)

10.09% more ownership

Funds ownership: 61.25%71.34% (+10%)

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
58
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$115M +$115M +2,027,928 New
BlackRock
2
BlackRock
New York
$48.4M +$28.7M +504,732 +143%
Goldman Sachs
3
Goldman Sachs
New York
$44M +$7.19M +126,702 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.2M +$9.53M +167,816 +48%
Ameriprise
5
Ameriprise
Minnesota
$20.4M +$17.4M +307,295 +541%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$17.6M
JP Morgan Chase
7
JP Morgan Chase
New York
$17.2M +$7.94M +139,795 +85%
Bank of America
8
Bank of America
North Carolina
$11.8M +$669K +11,784 +6%
SA
9
Stewardship Advisors
Pennsylvania
$11.8M +$2.45M +43,183 +26%
PO
10
Private Ocean
California
$11.3M +$11.4M +200,730 New
Citadel Advisors
11
Citadel Advisors
Florida
$8.49M +$8.53M +150,339 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.46M +$1.42M +24,956 +35%
WS
13
Wedbush Securities
California
$4.94M +$1.08M +18,945 +28%
MIS
14
Morningstar Investment Services
Illinois
$4.44M +$641K +11,300 +17%
SEI Investments
15
SEI Investments
Pennsylvania
$4.07M +$3.01M +53,000 +278%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.06M +$1.7M +30,030 +72%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.99M +$675K +11,890 +20%
BCM
18
Brookstone Capital Management
Illinois
$3.08M +$359K +6,329 +13%
SBSB
19
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.78M +$506K +8,915 +22%
Jane Street
20
Jane Street
New York
$2.15M +$2.16M +38,016 New
SC
21
Savant Capital
Illinois
$1.89M +$651K +11,473 +52%
AC
22
Apella Capital
Connecticut
$1.74M +$642K +11,303 +58%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.73M +$28K +493 +2%
OMC
24
Old Mission Capital
Illinois
$1.72M +$1.72M +30,367 New
UBS Group
25
UBS Group
Switzerland
$1.65M +$502K +8,841 +44%