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iShares ESG Aware US Aggregate Bond ETF

410 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, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
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
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
CP
301
Canopy Partners
Ohio
$292K -$58.2K -1,226 -17%
GVCM
302
Global View Capital Management
Wisconsin
$284K +$284K +5,985 New
SWP
303
Stratos Wealth Partners
Ohio
$282K +$21.6K +455 +8%
LJAC
304
L.J. Altfest & Co
New York
$278K -$12K -253 -4%
B
305
Birchbrook
Maine
$277K -$30.1K -634 -10%
MF
306
Montis Financial
Massachusetts
$277K
AI
307
Atria Investments
North Carolina
$274K +$64K +1,348 +30%
BEI
308
Benjamin Edwards Inc
Missouri
$273K +$273K +5,744 New
MLA
309
My Legacy Advisors
Oregon
$270K +$270K +5,685 New
FNB
310
Farmers National Bank
Kentucky
$270K +$13.4K +282 +5%
SFG
311
Sage Financial Group
Pennsylvania
$263K +$48.1K +1,012 +22%
CGFA
312
Colton Groome Financial Advisors
North Carolina
$262K +$949 +20 +0.4%
HH
313
Hilltop Holdings
Texas
$259K +$259K +5,453 New
GL
314
Graypoint LLC
New York
$254K +$13K +274 +5%
RIA
315
Regal Investment Advisors
Michigan
$254K +$254K +5,354 New
CAM
316
Cresset Asset Management
Illinois
$250K -$51.4K -1,082 -17%
JWA
317
JFS Wealth Advisors
Pennsylvania
$250K +$55.9K +1,177 +29%
AFG
318
ABLE Financial Group
Arizona
$250K -$142 -3 -0.1%
FA
319
Fountainhead AM
New Jersey
$250K -$32K -674 -11%
KW
320
Keyvantage Wealth
Pennsylvania
$245K -$3.13K -66 -1%
PCIA
321
Prime Capital Investment Advisors
Kansas
$245K +$245K +5,151 New
GSEP
322
Golden State Equity Partners
California
$242K +$28.8K +606 +13%
TNBTD
323
Trustmark National Bank Trust Department
Mississippi
$242K
CAG
324
Curtis Advisory Group
California
$242K
ICM
325
IMS Capital Management
Oregon
$241K +$4.75K +100 +2%