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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
FNB
301
Farmers National Bank
Kentucky
$290K +$22.7K +477 +9%
AWM
302
AE Wealth Management
Kansas
$285K -$9.32K -196 -3%
SB
303
Strategic Blueprint
Georgia
$285K +$2.81K +59 +1%
HFA
304
Highland Financial Advisors
New Jersey
$284K -$519K -10,912 -65%
SFG
305
Sage Financial Group
Pennsylvania
$282K +$12.5K +262 +5%
VT
306
Vise Technologies
New York
$281K +$278K +5,854 New
BWP
307
BlueStem Wealth Partners
Minnesota
$281K -$26.9K -566 -9%
B
308
Birchbrook
Maine
$279K
BCG
309
Breakwater Capital Group
New Jersey
$277K +$274K +5,766 New
FMN
310
Financial Management Network
California
$277K -$88.6K -1,863 -24%
MCM
311
MAI Capital Management
Ohio
$273K +$109K +2,288 +67%
BEI
312
Benjamin Edwards Inc
Missouri
$273K +$5.61K +118 +2%
PS
313
Principal Securities
Iowa
$270K +$19K +400 +8%
CGFA
314
Colton Groome Financial Advisors
North Carolina
$269K -$4.52K -95 -2%
CC
315
Copperleaf Capital
North Carolina
$268K +$27K +568 +11%
FPWM
316
FSB Premier Wealth Management
Iowa
$263K +$260K +5,478 New
CWM
317
Centurion Wealth Management
Virginia
$261K +$48 +1 +0%
EWA
318
Emergent Wealth Advisors
New York
$256K +$6.04K +127 +2%
ICM
319
IMS Capital Management
Oregon
$256K +$11.9K +250 +5%
CAAS
320
Capital Asset Advisory Services
Michigan
$255K +$16.2K +341 +7%
FA
321
FC Advisory
Pennsylvania
$248K +$3.52K +74 +1%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$247K
FA
323
Fountainhead AM
New Jersey
$245K +$2.62K +55 +1%
TNBTD
324
Trustmark National Bank Trust Department
Mississippi
$245K
CAG
325
Curtis Advisory Group
California
$244K