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iShares ESG Aware US Aggregate Bond ETF

412 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, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
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
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
276
Spectrum Planning & Advisory Services
California
$377K +$114K +2,441 +44%
SFP
277
Sandbox Financial Partners
Maryland
$373K -$30.8K -657 -8%
SB
278
Strategic Blueprint
Georgia
$365K +$38.1K +813 +12%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$360K +$145K +3,099 +69%
FMN
280
Financial Management Network
California
$358K -$797 -17 -0.2%
RFC
281
Regions Financial Corp
Alabama
$353K +$22K +469 +7%
WFS
282
WealthGarden F.S.
California
$353K +$348K +7,433 New
FF
283
Finley Financial
Nevada
$351K
OWM
284
Opes Wealth Management
California
$350K +$10.5K +225 +3%
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$7.12K +152 +2%
LGWM
286
Litman Gregory Wealth Management
California
$339K -$61.1K -1,303 -15%
BBA
287
Braun-Bostich & Associates
Pennsylvania
$339K +$51K +1,088 +18%
OFG
288
Opulen Financial Group
Virginia
$338K -$123K -2,628 -27%
HFA
289
Highland Financial Advisors
New Jersey
$328K +$24K +512 +8%
FCIM
290
Fairview Capital Investment Management
California
$322K +$2.34K +50 +0.7%
EPP
291
ETF Portfolio Partners
Kansas
$319K -$24.4K -521 -7%
FA
292
Financial Alternatives
California
$315K +$20.9K +446 +7%
AFG
293
Atomi Financial Group
New York
$315K +$311K +6,643 New
FAIM
294
Financial Advocates Investment Management
Washington
$312K -$14.2K -303 -4%
CFFNO
295
Common Fund For Nonprofit Organizations
Connecticut
$308K +$8.95K +191 +3%
AF
296
Advisornet Financial
Minnesota
$305K -$5.39K -115 -2%
KFSC
297
Keystone Financial Services (Colorado)
Colorado
$301K +$297K +6,330 New
AWM
298
AE Wealth Management
Kansas
$300K +$36.3K +775 +14%
HBT
299
Hills Bank & Trust
Iowa
$294K +$1.59K +34 +0.6%
MFC
300
Morris Financial Concepts
South Carolina
$293K +$37.9K +808 +15%