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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
226
Diversify Advisory Services
Utah
$595K -$623K -13,125 -51%
OBWG
227
Onyx Bridge Wealth Group
New York
$573K +$7.42K +156 +1%
T
228
TrueFG
Texas
$557K -$5.28K -111 -0.9%
ACA
229
Ackerman Capital Advisors
Texas
$556K +$556K +11,698 New
BWM
230
Benchmark Wealth Management
Connecticut
$555K
LWA
231
Lifelong Wealth Advisors
Minnesota
$554K +$2.81K +59 +0.5%
WAT
232
Wealth Advisory Team
Kentucky
$551K +$551K +11,584 New
PPW
233
Presilium Private Wealth
Pennsylvania
$549K +$24.3K +511 +5%
FFN
234
Focus Financial Network
Minnesota
$548K -$341K -7,176 -38%
HP
235
Hilltop Partners
Indiana
$547K -$26.1K -548 -5%
BFG
236
Buttonwood Financial Group
Missouri
$546K +$7.62K +162 +1%
Comerica Bank
237
Comerica Bank
Texas
$545K +$79.7K +1,676 +17%
PAG
238
Private Advisor Group
New Jersey
$541K +$52K +1,093 +11%
RIM
239
Rockbridge Investment Management
New York
$531K +$54.2K +1,141 +11%
CW
240
CreativeOne Wealth
Kansas
$520K -$51.4K -1,082 -9%
S
241
SignatureFD
Georgia
$517K +$19.1K +402 +4%
FHA
242
First Horizon Advisors
Tennessee
$516K +$289K +6,075 +127%
NAM
243
NorthCrest Asset Manangement
Minnesota
$514K +$9.02K +191 +2%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$504K +$143K +3,001 +40%
HPM
245
Hoxton Planning & Management
West Virginia
$502K -$42K -884 -8%
SVWAG
246
Sound View Wealth Advisors Group
Georgia
$495K +$30.9K +651 +7%
SFA
247
Sequoia Financial Advisors
Ohio
$485K -$25.3K -532 -5%
OWCM
248
One Wealth Capital Management
Arizona
$481K +$17K +357 +4%
JC
249
JB Capital
Connecticut
$479K +$42.8K +901 +10%
GVCM
250
Global View Capital Management
Wisconsin
$476K +$192K +4,031 +67%