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iShares ESG Aware US Aggregate Bond ETF

410 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$584K +$92.9K +1,956 +19%
HP
227
Hilltop Partners
Indiana
$573K +$118K +2,476 +26%
CW
228
CreativeOne Wealth
Kansas
$570K +$26K +548 +5%
OBWG
229
Onyx Bridge Wealth Group
New York
$565K +$233K +4,910 +70%
HF
230
HRT Financial
New York
$565K +$565K +11,908 New
T
231
TrueFG
Texas
$562K -$1.66K -35 -0.3%
SW
232
SoFi Wealth
California
$555K +$489K +10,297 +736%
EFG
233
Elios Financial Group
Ohio
$555K -$95 -2 -0%
BWM
234
Benchmark Wealth Management
Connecticut
$555K +$2.71K +57 +0.5%
LWA
235
Lifelong Wealth Advisors
Minnesota
$550K +$168K +3,544 +44%
SHWM
236
Smith & Howard Wealth Management
Georgia
$550K
HPM
237
Hoxton Planning & Management
West Virginia
$543K +$279K +5,871 +106%
SAI
238
Savvy Advisors Inc
New York
$540K +$51.1K +1,077 +10%
BFG
239
Buttonwood Financial Group
Missouri
$534K +$147K +3,160 +38%
FWP
240
Falcon Wealth Planning
California
$526K -$64.4K -1,356 -11%
PPW
241
Presilium Private Wealth
Pennsylvania
$524K +$49.1K +1,034 +10%
SFA
242
Sequoia Financial Advisors
Ohio
$510K +$97.7K +2,058 +24%
NAM
243
NorthCrest Asset Manangement
Minnesota
$508K +$163K +3,436 +47%
S
244
SignatureFD
Georgia
$497K +$63.9K +1,345 +15%
WA
245
Wealth Alliance
New York
$496K +$194K +4,094 +64%
PAG
246
Private Advisor Group
New Jersey
$488K +$230K +4,843 +89%
BWP
247
BlueStem Wealth Partners
Minnesota
$487K +$138K +2,900 +39%
RIM
248
Rockbridge Investment Management
New York
$476K +$3.47K +73 +0.7%
CL
249
Choreo LLC
Illinois
$473K -$250K -5,268 -35%
SA
250
Sovran Advisors
California
$468K +$468K +9,981 New