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iShares ESG Aware US Aggregate Bond ETF

409 hedge funds and large institutions have $3.44B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 225 increasing their positions, 97 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: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 412409 (-3)

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
409
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
SFG
301
Sage Financial Group
Pennsylvania
$282K
VT
302
Vise Technologies
New York
$281K
BWP
303
BlueStem Wealth Partners
Minnesota
$281K
B
304
Birchbrook
Maine
$279K
BCG
305
Breakwater Capital Group
New Jersey
$277K
FMN
306
Financial Management Network
California
$277K
MCM
307
MAI Capital Management
Ohio
$273K
BEI
308
Benjamin Edwards Inc
Missouri
$273K
PS
309
Principal Securities
Iowa
$270K
CGFA
310
Colton Groome Financial Advisors
North Carolina
$269K
CC
311
Copperleaf Capital
North Carolina
$268K
FPWM
312
FSB Premier Wealth Management
Iowa
$263K
CWM
313
Centurion Wealth Management
Virginia
$261K
EWA
314
Emergent Wealth Advisors
New York
$256K
ICM
315
IMS Capital Management
Oregon
$256K
CAAS
316
Capital Asset Advisory Services
Michigan
$255K
FA
317
FC Advisory
Pennsylvania
$248K
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$247K
FA
319
Fountainhead AM
New Jersey
$245K
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$245K
CAG
321
Curtis Advisory Group
California
$244K
BTI
322
Blue Trust Inc
Georgia
$244K
BFA
323
Bragg Financial Advisors
North Carolina
$243K
SPC
324
Sigma Planning Corp
Michigan
$241K
GVCM
325
Global View Capital Management
Wisconsin
$240K