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