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iShares ESG Aware US Aggregate Bond ETF

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

54% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 106

12% more funds holding

Funds holding: 326365 (+39)

10% more capital invested

Capital invested by funds: $2.83B → $3.12B (+$291M)

0.1% more ownership

Funds ownership: 87.43%87.53% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
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
$783M +$27.3M +596,383 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$453M +$15.8M +344,644 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$285M +$24.5M +535,824 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M -$1.89M -41,206 -1%
BlackRock
5
BlackRock
New York
$118M -$14.4M -314,210 -11%
Ameriprise
6
Ameriprise
Minnesota
$103M +$2.73M +59,619 +3%
Northern Trust
7
Northern Trust
Illinois
$61M -$357K -7,804 -0.6%
Goldman Sachs
8
Goldman Sachs
New York
$59.3M -$28M -611,023 -33%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$53.2M +$8.8M +192,178 +21%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$50.3M -$2.34M -50,995 -5%
Wells Fargo
11
Wells Fargo
California
$48M +$5.51M +120,254 +14%
LPL Financial
12
LPL Financial
California
$47.6M +$8.87M +193,792 +24%
RJA
13
Raymond James & Associates
Florida
$31.9M +$3.81M +83,281 +14%
AA
14
Alesco Advisors
New York
$29.3M -$9.85K -215 -0%
M&T Bank
15
M&T Bank
New York
$28.8M +$1.25M +27,247 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$26.5M -$1.36M -29,645 -5%
KeyBank National Association
17
KeyBank National Association
Ohio
$26.5M +$2.15M +46,961 +9%
PO
18
Private Ocean
California
$25.4M -$2.81M -61,302 -10%
MIS
19
Morningstar Investment Services
Illinois
$24.7M +$11.3M +247,523 +92%
Osaic Holdings
20
Osaic Holdings
Arizona
$20M -$7.61M -166,203 -28%
Betterment LLC
21
Betterment LLC
New York
$19.5M +$582K +12,701 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$19.4M +$504K +11,017 +3%
SWM
23
SigFig Wealth Management
California
$18.7M +$2.5M +54,690 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$18.2M +$11.9M +260,727 +217%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$18.2M +$2.07M +45,265 +13%