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iShares ESG Aware US Aggregate Bond ETF

138 hedge funds and large institutions have $526M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 15

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $424M → $526M (+$103M)

16% more funds holding

Funds holding: 119138 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 71.34%70.77% (-0.57%)

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
64
Reduced
15
Closed
15
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
$117M +$1.94M +34,445 +2%
BlackRock
2
BlackRock
New York
$49.9M +$1.39M +24,627 +3%
Goldman Sachs
3
Goldman Sachs
New York
$47.5M +$3.43M +60,825 +8%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$32M +$31.9M +566,000 New
Ameriprise
5
Ameriprise
Minnesota
$27.3M +$6.92M +122,766 +34%
JP Morgan Chase
6
JP Morgan Chase
New York
$23.3M +$6.07M +107,717 +35%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$17.6M
PO
8
Private Ocean
California
$16.7M +$5.3M +93,966 +47%
SA
9
Stewardship Advisors
Pennsylvania
$14.1M +$2.21M +39,239 +19%
Bank of America
10
Bank of America
North Carolina
$12.4M +$524K +9,288 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$12.1M +$3.56M +63,163 +42%
Northern Trust
12
Northern Trust
Illinois
$10.7M +$12.9M +228,723 New
SEI Investments
13
SEI Investments
Pennsylvania
$8.8M +$4.71M +83,504 +116%
Jane Street
14
Jane Street
New York
$8.64M +$6.47M +114,763 +302%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.95M -$22.3M -394,933 -76%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.77M +$1.3M +22,985 +24%
MIS
17
Morningstar Investment Services
Illinois
$5.5M +$1.06M +18,802 +24%
LPL Financial
18
LPL Financial
California
$5.38M +$3.87M +68,601 +258%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$5.14M
WS
20
Wedbush Securities
California
$5.1M +$159K +2,824 +3%
RCS
21
Retirement Capital Strategies
California
$4.71M +$3.75M +66,534 +396%
BCM
22
Brookstone Capital Management
Illinois
$3.89M +$806K +14,300 +26%
FI
23
FormulaFolio Investments
Michigan
$3.85M +$3.83M +68,020 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.82M -$168K -2,973 -4%
SBSB
25
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.7M +$910K +16,143 +33%