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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
AWM
251
Ameliora Wealth Management
Switzerland
$480K
OMC
252
Old Mission Capital
Illinois
$480K
MPW
253
MA Private Wealth
California
$480K
EC
254
Estate Counselors
Wisconsin
$472K
OGF
255
Orin Green Financial
California
$470K
CA
256
CWC Advisors
Oregon
$465K
DT
257
Diversified Trust
Tennessee
$453K
WS
258
Wedbush Securities
California
$447K
VW
259
Veridan Wealth
Oregon
$438K
SWP
260
Sagespring Wealth Partners
Tennessee
$432K
FHB
261
First Hawaiian Bank
Hawaii
$431K
SPAS
262
Spectrum Planning & Advisory Services
California
$429K
USCWA
263
U.S. Capital Wealth Advisors
Texas
$428K
PFM
264
Potomac Fund Management
Florida
$411K
RFC
265
Regions Financial Corp
Alabama
$408K
SFG
266
SNS Financial Group
Minnesota
$405K
MWM
267
MBE Wealth Management
Wisconsin
$405K
CIA
268
Concurrent Investment Advisors
Florida
$403K
NBWM
269
North Berkeley Wealth Management
California
$398K
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$398K
SWP
271
Stratos Wealth Partners
Ohio
$398K
HBT
272
Hills Bank & Trust
Iowa
$388K
SHWM
273
Smith & Howard Wealth Management
Georgia
$386K
OFG
274
Opulen Financial Group
Virginia
$382K
OWCM
275
One Wealth Capital Management
Arizona
$382K