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iShares ESG Aware US Aggregate Bond ETF

372 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 85

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $2.77B → $3B (+$229M)

2% more funds holding

Funds holding: 364372 (+8)

0.25% more ownership

Funds ownership: 82.86%83.11% (+0.25%)

Holders
372
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
85
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
$841M +$18.6M +387,857 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$351M +$26.5M +553,330 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$204M +$13.1M +273,361 +7%
BlackRock
4
BlackRock
New York
$109M -$1.83M -38,255 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M +$11.6M +242,907 +16%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$80.8M +$2.08M +43,430 +3%
Goldman Sachs
7
Goldman Sachs
New York
$67M +$2.89M +60,424 +5%
LPL Financial
8
LPL Financial
California
$63.5M +$5.04M +105,196 +9%
Northern Trust
9
Northern Trust
Illinois
$61.9M +$5.36K +112 +0%
WANY
10
Wealthspire Advisors (New York)
New York
$55.9M +$55M +1,149,477 New
Ameriprise
11
Ameriprise
Minnesota
$46.4M +$1.48M +30,830 +3%
Betterment LLC
12
Betterment LLC
New York
$43.5M +$2.18M +45,505 +5%
RJA
13
Raymond James & Associates
Florida
$41.8M +$2.43M +50,794 +6%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$40.5M +$294K +6,140 +0.7%
M&T Bank
15
M&T Bank
New York
$33.6M +$2.12M +44,347 +7%
AA
16
Alesco Advisors
New York
$31.9M -$180K -3,754 -0.6%
KeyBank National Association
17
KeyBank National Association
Ohio
$31M +$1.25M +26,161 +4%
SWM
18
SigFig Wealth Management
California
$28.3M +$3M +62,625 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.8M +$1.83M +38,203 +7%
Wells Fargo
20
Wells Fargo
California
$25.6M -$28M -584,911 -53%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$24.1M -$5.45M -113,802 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$21.2M +$929K +19,412 +5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$20.2M +$2.19M +45,749 +12%
AF
24
Allworth Financial
California
$18.1M +$587K +12,253 +3%
FNWM
25
Financial Network Wealth Management
Utah
$16.9M +$894K +18,666 +6%