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iShares ESG Aware US Aggregate Bond ETF

468 hedge funds and large institutions have $3.93B invested in iShares ESG Aware US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 278 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$132M
2 +$41.4M
3 +$37.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$36.6M
5
LPL Financial
LPL Financial
California
+$33M

Top Sellers

1 -$34.2M
2 -$18.5M
3 -$17.3M
4
CAL
Capital Advisors Ltd
Ohio
-$6.8M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
251
Orin Green Financial
California
$606K
T
252
TrueFG
Texas
$600K
TPCW
253
TD Private Client Wealth
New York
$600K
FWIA
254
Fort Washington Investment Advisors
Ohio
$600K
CWMK
255
Caliber Wealth Management (Kansas)
Kansas
$597K
ASN
256
Advisory Services Network
Georgia
$596K
OPWM
257
Oregon Pacific Wealth Management
Oregon
$594K
ACA
258
Ackerman Capital Advisors
Texas
$591K
HP
259
Hilltop Partners
Indiana
$586K
PPW
260
Presilium Private Wealth
Pennsylvania
$586K
EPW
261
Evolve Private Wealth
California
$581K
RIM
262
Rockbridge Investment Management
New York
$581K
RIS
263
Retirement Income Solutions
Michigan
$567K
WA
264
Wealth Alliance
New York
$563K
CAG
265
Curtis Advisory Group
California
$556K
JC
266
JB Capital
Connecticut
$549K
OBWG
267
Onyx Bridge Wealth Group
New York
$548K
BSB
268
Bangor Savings Bank
Maine
$547K
LW
269
Livet Wealth
Utah
$544K
AG
270
Ascent Group
Virginia
$543K
XFP
271
Xena Financial Planning
Oregon
$524K
S
272
SignatureFD
Georgia
$523K
Natixis Advisors
273
Natixis Advisors
Massachusetts
$522K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$515K
FA
275
Financial Alternatives
California
$499K