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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
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
MFC
276
Morris Financial Concepts
South Carolina
$371K
GWMR
277
GC Wealth Management RIA
Massachusetts
$368K
OWM
278
Opes Wealth Management
California
$362K
DPI
279
Diversified Portfolios Inc
Michigan
$361K
SFP
280
Sandbox Financial Partners
Maryland
$358K
FF
281
Finley Financial
Nevada
$355K
EPP
282
ETF Portfolio Partners
Kansas
$344K
SW
283
SteelPeak Wealth
California
$341K
BBA
284
Braun-Bostich & Associates
Pennsylvania
$340K
FHA
285
Flagship Harbor Advisors
Massachusetts
$336K
EPW
286
Endeavor Private Wealth
Kansas
$328K
FCIM
287
Fairview Capital Investment Management
California
$325K
AQR Capital Management
288
AQR Capital Management
Connecticut
$319K
MW
289
Maia Wealth
Colorado
$318K
AF
290
Advisornet Financial
Minnesota
$316K
WA
291
Wealth Alliance
New York
$306K
DAS
292
Diversify Advisory Services
Utah
$306K
CL
293
Choreo LLC
Illinois
$301K
WFS
294
WealthGarden F.S.
California
$298K
ATPW
295
Ashton Thomas Private Wealth
Arizona
$296K
JWCA
296
J.W. Cole Advisors
Florida
$296K
AWM
297
AE Wealth Management
Kansas
$285K
SB
298
Strategic Blueprint
Georgia
$285K
HFA
299
Highland Financial Advisors
New Jersey
$284K
SFG
300
Sage Financial Group
Pennsylvania
$282K