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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$241K
KW
327
Keyvantage Wealth
Pennsylvania
$241K -$4.61K -97 -2%
BFA
328
Bragg Financial Advisors
North Carolina
$240K +$4.94K +104 +2%
FA
329
Fountainhead AM
New Jersey
$240K -$10.3K -217 -4%
CC
330
Copperleaf Capital
North Carolina
$238K
CAAS
331
Capital Asset Advisory Services
Michigan
$235K +$235K +4,962 New
GSEP
332
Golden State Equity Partners
California
$231K -$11.4K -239 -5%
IFWM
333
Institute for Wealth Management
Colorado
$230K -$5.56K -117 -2%
FI
334
Financial Insights
Washington
$229K
KV
335
Kickstand Ventures
New York
$228K +$228K +4,804 New
KPWS
336
Kestra Private Wealth Services
Texas
$228K -$333 -7 -0.1%
4FG
337
4Thought Financial Group
New York
$227K +$2.95K +62 +1%
BA
338
Bristlecone Advisors
Washington
$227K
OCM
339
One Capital Management
California
$224K -$3.33K -70 -1%
KFSC
340
Keystone Financial Services (Colorado)
Colorado
$224K -$76.6K -1,612 -25%
TIA
341
Traphagen Investment Advisors
New Jersey
$223K +$238 +5 +0.1%
JF
342
JSF Financial
California
$221K -$198K -4,171 -47%
GSWM
343
Golden State Wealth Management
California
$219K -$17.5K -368 -7%
SF
344
SWP Financial
California
$215K -$4.04K -85 -2%
TWCA
345
Two West Capital Advisors
Kansas
$211K +$211K +4,476 New
HH
346
Hilltop Holdings
Texas
$210K -$49.4K -1,040 -19%
GA
347
Gordian Advisors
Arizona
$208K +$208K +4,370 New
SPC
348
Sigma Planning Corp
Michigan
$204K -$4.61K -97 -2%
TFCP
349
Twin Focus Capital Partners
Massachusetts
$202K
OFS
350
OneAscent Financial Services
Alabama
$201K +$201K +4,238 New