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iShares ESG Aware US Aggregate Bond ETF

409 hedge funds and large institutions have $3.44B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 225 increasing their positions, 97 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:

1% less funds holding

Funds holding: 412409 (-3)

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
409
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
EC
251
Estate Counselors
Wisconsin
$472K
OGF
252
Orin Green Financial
California
$470K
CA
253
CWC Advisors
Oregon
$465K
DT
254
Diversified Trust
Tennessee
$453K
WS
255
Wedbush Securities
California
$447K
VW
256
Veridan Wealth
Oregon
$438K
SWP
257
Sagespring Wealth Partners
Tennessee
$432K
FHB
258
First Hawaiian Bank
Hawaii
$431K
SPAS
259
Spectrum Planning & Advisory Services
California
$429K
USCWA
260
U.S. Capital Wealth Advisors
Texas
$428K
PFM
261
Potomac Fund Management
Florida
$411K
RFC
262
Regions Financial Corp
Alabama
$408K
SFG
263
SNS Financial Group
Minnesota
$405K
MWM
264
MBE Wealth Management
Wisconsin
$405K
CIA
265
Concurrent Investment Advisors
Florida
$403K
NBWM
266
North Berkeley Wealth Management
California
$398K
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$398K
SWP
268
Stratos Wealth Partners
Ohio
$398K
HBT
269
Hills Bank & Trust
Iowa
$388K
SHWM
270
Smith & Howard Wealth Management
Georgia
$386K
OFG
271
Opulen Financial Group
Virginia
$382K
OWCM
272
One Wealth Capital Management
Arizona
$382K
BSB
273
Bangor Savings Bank
Maine
$380K
LGWM
274
Litman Gregory Wealth Management
California
$378K
CFFNO
275
Common Fund For Nonprofit Organizations
Connecticut
$378K