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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $235K

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$235K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
226
TrueFG
Texas
$600K
PPW
227
Presilium Private Wealth
Pennsylvania
$585K
RIM
228
Rockbridge Investment Management
New York
$580K
KPWS
229
Kestra Private Wealth Services
Texas
$578K
OBWG
230
Onyx Bridge Wealth Group
New York
$572K
LWA
231
Lifelong Wealth Advisors
Minnesota
$570K
BBW
232
Blue Barn Wealth
Utah
$565K
ACA
233
Ackerman Capital Advisors
Texas
$562K
BFG
234
Buttonwood Financial Group
Missouri
$554K
AI
235
Atria Investments
North Carolina
$542K
HCA
236
Harpswell Capital Advisors
Maine
$541K
HPM
237
Hoxton Planning & Management
West Virginia
$538K
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$538K
NAM
239
NorthCrest Asset Manangement
Minnesota
$531K
S
240
SignatureFD
Georgia
$522K
VCP
241
Verus Capital Partners
Arizona
$510K
JC
242
JB Capital
Connecticut
$506K
CW
243
CreativeOne Wealth
Kansas
$504K
VNA
244
Valley National Advisers
Pennsylvania
$499K
SVWAG
245
Sound View Wealth Advisors Group
Georgia
$484K
AIM
246
Acropolis Investment Management
Missouri
$481K
AWM
247
Ameliora Wealth Management
Switzerland
$480K
OMC
248
Old Mission Capital
Illinois
$480K
MPW
249
MA Private Wealth
California
$480K
EC
250
Estate Counselors
Wisconsin
$472K