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iShares ESG Aware US Aggregate Bond ETF

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $2.41B → $2.53B (+$121M)

1% more funds holding

Funds holding: 312316 (+4)

3.1% less ownership

Funds ownership: 90.66%87.56% (-3.1%)

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$720M +$10.3M +215,468 +1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$294M +$8.24M +173,024 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$215M +$9.19M +192,845 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$194M +$77.1M +1,617,705 +65%
BlackRock
5
BlackRock
New York
$133M +$10.4M +217,868 +8%
Ameriprise
6
Ameriprise
Minnesota
$86.4M +$5.2M +109,059 +6%
Goldman Sachs
7
Goldman Sachs
New York
$58M +$778K +16,339 +1%
Northern Trust
8
Northern Trust
Illinois
$42.4M -$557K -11,697 -1%
Wells Fargo
9
Wells Fargo
California
$36.1M +$1.48M +31,112 +4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$35.3M +$4.42M +92,694 +14%
AA
11
Alesco Advisors
New York
$27.9M +$1.45M +30,332 +5%
PO
12
Private Ocean
California
$27.6M -$191 -4 -0%
LPL Financial
13
LPL Financial
California
$27.2M -$1.18M -24,770 -4%
M&T Bank
14
M&T Bank
New York
$26.8M +$376K +7,882 +1%
RJA
15
Raymond James & Associates
Florida
$24.9M +$6.51M +136,572 +35%
KeyBank National Association
16
KeyBank National Association
Ohio
$23.6M -$226K -4,744 -0.9%
Jane Street
17
Jane Street
New York
$20.9M -$15.4M -322,292 -42%
Betterment LLC
18
Betterment LLC
New York
$17.8M +$3.67M +77,012 +26%
PI
19
PFS Investments
Georgia
$15.2M +$616K +12,926 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$14.5M -$7.04M -147,678 -32%
Osaic Holdings
21
Osaic Holdings
Arizona
$14.3M -$764K -16,038 -5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$13.7M +$1.77M +37,123 +15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.2M +$1.5M +31,421 +13%
B
24
Barings
North Carolina
$13M +$523K +10,970 +4%
SWM
25
SigFig Wealth Management
California
$12.9M +$2.47M +51,942 +23%