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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
KW
326
Keyvantage Wealth
Pennsylvania
$240K
JWA
327
JFS Wealth Advisors
Pennsylvania
$239K
JF
328
JSF Financial
California
$237K
4FG
329
4Thought Financial Group
New York
$236K
GSEP
330
Golden State Equity Partners
California
$235K
OCM
331
One Capital Management
California
$235K
KFSC
332
Keystone Financial Services (Colorado)
Colorado
$231K
KV
333
Kickstand Ventures
New York
$230K
BA
334
Bristlecone Advisors
Washington
$229K
FFG
335
Fiduciary Financial Group
California
$227K
TIA
336
Traphagen Investment Advisors
New Jersey
$226K
TWA
337
Talisman Wealth Advisors
New Jersey
$226K
GRP
338
Global Retirement Partners
California
$225K
GSWM
339
Golden State Wealth Management
California
$222K
LJAC
340
L.J. Altfest & Co
New York
$222K
PP
341
PDS Planning
Ohio
$222K
Fisher Asset Management
342
Fisher Asset Management
Washington
$219K
SF
343
SWP Financial
California
$218K
KWM
344
Kingsview Wealth Management
Oregon
$215K
OFS
345
OneAscent Financial Services
Alabama
$213K
GA
346
Gordian Advisors
Arizona
$212K
TWCA
347
Two West Capital Advisors
Kansas
$212K
TW
348
Traveka Wealth
California
$209K
TFCP
349
Twin Focus Capital Partners
Massachusetts
$204K
ZF
350
Zhang Financial
Michigan
$203K