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iShares ESG Aware US Aggregate Bond ETF

410 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
EC
251
Estate Counselors
Wisconsin
$466K +$166K +3,500 +55%
Comerica Bank
252
Comerica Bank
Texas
$465K +$54.5K +1,148 +13%
VCP
253
Verus Capital Partners
Arizona
$464K -$183K -3,848 -28%
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$463K +$18.3K +386 +4%
OWCM
255
One Wealth Capital Management
Arizona
$463K +$217K +4,573 +88%
CA
256
CWC Advisors
Oregon
$462K +$1.19K +25 +0.3%
OGF
257
Orin Green Financial
California
$457K +$457K +9,794 New
MPW
258
MA Private Wealth
California
$455K
WS
259
Wedbush Securities
California
$449K +$87K +1,835 +24%
DT
260
Diversified Trust
Tennessee
$445K +$40.1K +845 +10%
FHB
261
First Hawaiian Bank
Hawaii
$444K
MWM
262
MBE Wealth Management
Wisconsin
$443K +$443K +9,320 New
VW
263
Veridan Wealth
Oregon
$441K -$159K -3,359 -27%
VNA
264
Valley National Advisers
Pennsylvania
$437K -$1.85K -39 -0.4%
JC
265
JB Capital
Connecticut
$435K +$89.6K +1,888 +26%
BBW
266
Blue Barn Wealth
Utah
$426K -$6.46K -136 -1%
JF
267
JSF Financial
California
$419K +$107K +2,247 +34%
NBWM
268
North Berkeley Wealth Management
California
$405K -$32K -673 -7%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$393K +$93K +1,959 +31%
PFM
270
Potomac Fund Management
Florida
$392K -$8.21K -176 -2%
SFG
271
SNS Financial Group
Minnesota
$390K -$47.8K -1,007 -11%
DPI
272
Diversified Portfolios Inc
Michigan
$389K -$34.2K -720 -8%
SWP
273
Sagespring Wealth Partners
Tennessee
$386K +$160K +3,370 +71%
BSB
274
Bangor Savings Bank
Maine
$384K +$11.3K +237 +3%
SPAS
275
Spectrum Planning & Advisory Services
California
$377K +$116K +2,441 +44%