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iShares ESG Aware US Aggregate Bond ETF

417 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, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

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
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
276
Bangor Savings Bank
Maine
$380K
LGWM
277
Litman Gregory Wealth Management
California
$378K +$6.66K +140 +2%
CFFNO
278
Common Fund For Nonprofit Organizations
Connecticut
$378K +$36.8K +775 +11%
FA
279
Financial Alternatives
California
$373K +$2.9K +61 +0.8%
MFC
280
Morris Financial Concepts
South Carolina
$371K +$11.1K +233 +3%
GWMR
281
GC Wealth Management RIA
Massachusetts
$368K +$364K +7,664 New
OWM
282
Opes Wealth Management
California
$362K +$2.62K +55 +0.7%
DPI
283
Diversified Portfolios Inc
Michigan
$361K -$13.5K -283 -4%
SFP
284
Sandbox Financial Partners
Maryland
$358K -$15.2K -319 -4%
FF
285
Finley Financial
Nevada
$355K
EPP
286
ETF Portfolio Partners
Kansas
$344K +$20.1K +423 +6%
SW
287
SteelPeak Wealth
California
$341K +$337K +7,092 New
BBA
288
Braun-Bostich & Associates
Pennsylvania
$340K +$7.99K +168 +2%
FHA
289
Flagship Harbor Advisors
Massachusetts
$336K +$44.9K +945 +16%
EPW
290
Endeavor Private Wealth
Kansas
$328K +$325K +6,835 New
FCIM
291
Fairview Capital Investment Management
California
$325K
AQR Capital Management
292
AQR Capital Management
Connecticut
$319K
MW
293
Maia Wealth
Colorado
$318K +$41.7K +877 +15%
AF
294
Advisornet Financial
Minnesota
$316K +$1.76K +37 +0.6%
WA
295
Wealth Alliance
New York
$306K -$22.1K -464 -7%
DAS
296
Diversify Advisory Services
Utah
$306K -$293K -6,164 -49%
CL
297
Choreo LLC
Illinois
$301K -$4.37K -92 -1%
WFS
298
WealthGarden F.S.
California
$298K -$10.5K -220 -3%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$296K +$19.8K +417 +7%
JWCA
300
J.W. Cole Advisors
Florida
$296K +$23.2K +487 +9%