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iShares ESG Aware US Aggregate Bond ETF

417 hedge funds and large institutions have $3.45B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 227 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

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
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$635K -$3.19K -67 -0.5%
AIP
227
Ameritas Investment Partners
Nebraska
$627K +$12K +252 +2%
CWMK
228
Caliber Wealth Management (Kansas)
Kansas
$612K +$7.8K +164 +1%
APW
229
Austin Private Wealth
Texas
$609K -$172K -3,624 -22%
T
230
TrueFG
Texas
$600K +$36.9K +776 +7%
PPW
231
Presilium Private Wealth
Pennsylvania
$585K +$30.1K +634 +5%
RIM
232
Rockbridge Investment Management
New York
$580K +$43.2K +908 +8%
KPWS
233
Kestra Private Wealth Services
Texas
$578K +$344K +7,241 +151%
OBWG
234
Onyx Bridge Wealth Group
New York
$572K -$6.85K -144 -1%
LWA
235
Lifelong Wealth Advisors
Minnesota
$570K +$10.2K +214 +2%
BBW
236
Blue Barn Wealth
Utah
$565K +$142K +2,985 +34%
ACA
237
Ackerman Capital Advisors
Texas
$562K
BFG
238
Buttonwood Financial Group
Missouri
$554K -$3.19K -67 -0.6%
AI
239
Atria Investments
North Carolina
$542K +$201K +4,226 +60%
HCA
240
Harpswell Capital Advisors
Maine
$541K +$536K +11,268 New
HPM
241
Hoxton Planning & Management
West Virginia
$538K +$31.3K +659 +6%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$538K +$28.5K +599 +6%
NAM
243
NorthCrest Asset Manangement
Minnesota
$531K +$8.89K +187 +2%
S
244
SignatureFD
Georgia
$522K
VCP
245
Verus Capital Partners
Arizona
$510K +$505K +10,618 New
JC
246
JB Capital
Connecticut
$506K +$22.2K +466 +5%
CW
247
CreativeOne Wealth
Kansas
$504K -$20.8K -438 -4%
VNA
248
Valley National Advisers
Pennsylvania
$499K +$59.1K +1,243 +14%
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$484K -$15.7K -330 -3%
AIM
250
Acropolis Investment Management
Missouri
$481K +$228K +4,790 +90%