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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
CHP
301
Cable Hill Partners
Oregon
$292K
CP
302
Canopy Partners
Ohio
$292K -$57.5K -1,226 -17%
GVCM
303
Global View Capital Management
Wisconsin
$284K +$281K +5,985 New
SWP
304
Stratos Wealth Partners
Ohio
$282K +$21.3K +455 +8%
LJAC
305
L.J. Altfest & Co
New York
$278K -$11.9K -253 -4%
B
306
Birchbrook
Maine
$277K -$29.7K -634 -10%
MF
307
Montis Financial
Massachusetts
$277K
AI
308
Atria Investments
North Carolina
$274K +$63.2K +1,348 +30%
BEI
309
Benjamin Edwards Inc
Missouri
$273K +$269K +5,744 New
MLA
310
My Legacy Advisors
Oregon
$270K +$266K +5,685 New
FNB
311
Farmers National Bank
Kentucky
$270K +$13.2K +282 +5%
SFG
312
Sage Financial Group
Pennsylvania
$263K +$47.4K +1,012 +22%
CGFA
313
Colton Groome Financial Advisors
North Carolina
$262K +$937 +20 +0.4%
HH
314
Hilltop Holdings
Texas
$259K +$256K +5,453 New
GL
315
Graypoint LLC
New York
$254K +$12.8K +274 +5%
RIA
316
Regal Investment Advisors
Michigan
$254K +$251K +5,354 New
CAM
317
Cresset Asset Management
Illinois
$250K -$50.7K -1,082 -17%
JWA
318
JFS Wealth Advisors
Pennsylvania
$250K +$55.2K +1,177 +29%
AFG
319
ABLE Financial Group
Arizona
$250K -$141 -3 -0.1%
FA
320
Fountainhead AM
New Jersey
$250K -$31.6K -674 -11%
KW
321
Keyvantage Wealth
Pennsylvania
$245K -$3.09K -66 -1%
PCIA
322
Prime Capital Investment Advisors
Kansas
$245K +$241K +5,151 New
GSEP
323
Golden State Equity Partners
California
$242K +$28.4K +606 +13%
TNBTD
324
Trustmark National Bank Trust Department
Mississippi
$242K
CAG
325
Curtis Advisory Group
California
$242K