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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 %
SFP
276
Sandbox Financial Partners
Maryland
$373K -$31.2K -657 -8%
SB
277
Strategic Blueprint
Georgia
$365K +$38.6K +813 +12%
Kovitz Investment Group Partners
278
Kovitz Investment Group Partners
Illinois
$360K +$147K +3,099 +69%
FMN
279
Financial Management Network
California
$358K -$801 -17 -0.2%
RFC
280
Regions Financial Corp
Alabama
$353K +$22.3K +469 +7%
WFS
281
WealthGarden F.S.
California
$353K +$353K +7,433 New
FF
282
Finley Financial
Nevada
$351K
OWM
283
Opes Wealth Management
California
$350K +$10.7K +225 +3%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$7.22K +152 +2%
LGWM
285
Litman Gregory Wealth Management
California
$339K -$61.9K -1,303 -15%
BBA
286
Braun-Bostich & Associates
Pennsylvania
$339K +$51.7K +1,088 +18%
OFG
287
Opulen Financial Group
Virginia
$338K -$125K -2,628 -27%
HFA
288
Highland Financial Advisors
New Jersey
$328K +$24.3K +512 +8%
FCIM
289
Fairview Capital Investment Management
California
$322K +$2.37K +50 +0.7%
EPP
290
ETF Portfolio Partners
Kansas
$319K -$24.7K -521 -7%
FA
291
Financial Alternatives
California
$315K +$21.2K +446 +7%
AFG
292
Atomi Financial Group
New York
$315K +$315K +6,643 New
FAIM
293
Financial Advocates Investment Management
Washington
$312K -$14.4K -303 -4%
CFFNO
294
Common Fund For Nonprofit Organizations
Connecticut
$308K +$9.07K +191 +3%
AF
295
Advisornet Financial
Minnesota
$305K -$5.46K -115 -2%
KFSC
296
Keystone Financial Services (Colorado)
Colorado
$301K +$301K +6,330 New
AWM
297
AE Wealth Management
Kansas
$300K +$36.8K +775 +14%
HBT
298
Hills Bank & Trust
Iowa
$294K +$1.61K +34 +0.6%
MFC
299
Morris Financial Concepts
South Carolina
$293K +$38.4K +808 +15%
CHP
300
Cable Hill Partners
Oregon
$292K