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iShares ESG Aware US Aggregate Bond ETF

415 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, 99 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: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 414415 (+1)

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
415
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
VWM
226
Venturi Wealth Management
Texas
$635K
AIP
227
Ameritas Investment Partners
Nebraska
$627K
CWMK
228
Caliber Wealth Management (Kansas)
Kansas
$612K
APW
229
Austin Private Wealth
Texas
$609K
T
230
TrueFG
Texas
$600K
PPW
231
Presilium Private Wealth
Pennsylvania
$585K
RIM
232
Rockbridge Investment Management
New York
$580K
KPWS
233
Kestra Private Wealth Services
Texas
$578K
OBWG
234
Onyx Bridge Wealth Group
New York
$572K
LWA
235
Lifelong Wealth Advisors
Minnesota
$570K
BBW
236
Blue Barn Wealth
Utah
$565K
ACA
237
Ackerman Capital Advisors
Texas
$562K
BFG
238
Buttonwood Financial Group
Missouri
$554K
AI
239
Atria Investments
North Carolina
$542K
HCA
240
Harpswell Capital Advisors
Maine
$541K
HPM
241
Hoxton Planning & Management
West Virginia
$538K
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$538K
NAM
243
NorthCrest Asset Manangement
Minnesota
$531K
S
244
SignatureFD
Georgia
$522K
VCP
245
Verus Capital Partners
Arizona
$510K
JC
246
JB Capital
Connecticut
$506K
CW
247
CreativeOne Wealth
Kansas
$504K
VNA
248
Valley National Advisers
Pennsylvania
$499K
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$484K
AIM
250
Acropolis Investment Management
Missouri
$481K