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iShares ESG Aware US Aggregate Bond ETF

412 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, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
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
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$594K -$439K -9,357 -43%
CAL
227
Capital Analysts LLC
Pennsylvania
$584K +$91.7K +1,956 +19%
HP
228
Hilltop Partners
Indiana
$573K +$116K +2,476 +26%
CW
229
CreativeOne Wealth
Kansas
$570K +$25.7K +548 +5%
OBWG
230
Onyx Bridge Wealth Group
New York
$565K +$230K +4,910 +70%
HF
231
HRT Financial
New York
$565K +$558K +11,908 New
T
232
TrueFG
Texas
$562K -$1.64K -35 -0.3%
SW
233
SoFi Wealth
California
$555K +$483K +10,297 +736%
EFG
234
Elios Financial Group
Ohio
$555K -$94 -2 -0%
BWM
235
Benchmark Wealth Management
Connecticut
$555K +$2.67K +57 +0.5%
LWA
236
Lifelong Wealth Advisors
Minnesota
$550K +$166K +3,544 +44%
SHWM
237
Smith & Howard Wealth Management
Georgia
$550K
HPM
238
Hoxton Planning & Management
West Virginia
$543K +$275K +5,871 +106%
SAI
239
Savvy Advisors Inc
New York
$540K +$50.5K +1,077 +10%
BFG
240
Buttonwood Financial Group
Missouri
$534K +$148K +3,160 +38%
FWP
241
Falcon Wealth Planning
California
$526K -$63.6K -1,356 -11%
PPW
242
Presilium Private Wealth
Pennsylvania
$524K +$48.5K +1,034 +10%
SFA
243
Sequoia Financial Advisors
Ohio
$510K +$96.5K +2,058 +24%
NAM
244
NorthCrest Asset Manangement
Minnesota
$508K +$161K +3,436 +47%
S
245
SignatureFD
Georgia
$497K +$63K +1,345 +15%
WA
246
Wealth Alliance
New York
$496K +$192K +4,094 +64%
PAG
247
Private Advisor Group
New Jersey
$488K +$227K +4,843 +89%
BWP
248
BlueStem Wealth Partners
Minnesota
$487K +$136K +2,900 +39%
RIM
249
Rockbridge Investment Management
New York
$476K +$3.42K +73 +0.7%
CL
250
Choreo LLC
Illinois
$473K -$247K -5,268 -35%