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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 196 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$504K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.5M
2 +$15.3M
3 +$14.3M
4
Betterment LLC
Betterment LLC
New York
+$13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Ameliora Wealth Management
Switzerland
$475K
MWM
252
MBE Wealth Management
Wisconsin
$471K
EC
253
Estate Counselors
Wisconsin
$467K
OGF
254
Orin Green Financial
California
$466K
CA
255
CWC Advisors
Oregon
$462K
SWP
256
Sagespring Wealth Partners
Tennessee
$461K
MPW
257
MA Private Wealth
California
$456K
WS
258
Wedbush Securities
California
$448K
DT
259
Diversified Trust
Tennessee
$446K
FHB
260
First Hawaiian Bank
Hawaii
$445K
VNA
261
Valley National Advisers
Pennsylvania
$435K
AWS
262
Atria Wealth Solutions
New York
$432K
SPAS
263
Spectrum Planning & Advisory Services
California
$426K
BBW
264
Blue Barn Wealth
Utah
$417K
CIA
265
Concurrent Investment Advisors
Florida
$408K
SFG
266
SNS Financial Group
Minnesota
$404K
USCWA
267
U.S. Capital Wealth Advisors
Texas
$404K
SWP
268
Stratos Wealth Partners
Ohio
$399K
RFC
269
Regions Financial Corp
Alabama
$398K
NBWM
270
North Berkeley Wealth Management
California
$394K
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$394K
PFM
272
Potomac Fund Management
Florida
$385K
SHWM
273
Smith & Howard Wealth Management
Georgia
$382K
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$378K
BSB
275
Bangor Savings Bank
Maine
$377K