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iShares ESG Aware US Aggregate Bond ETF

412 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, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
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
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
326
IMS Capital Management
Oregon
$241K +$4.69K +100 +2%
BTI
327
Blue Trust Inc
Georgia
$241K
CC
328
Copperleaf Capital
North Carolina
$238K +$235K +5,008 New
AIM
329
Acropolis Investment Management
Missouri
$237K +$3.75K +80 +2%
GSWM
330
Golden State Wealth Management
California
$236K +$233K +4,966 New
BFA
331
Bragg Financial Advisors
North Carolina
$235K +$232K +4,946 New
IFWM
332
Institute for Wealth Management
Colorado
$235K -$158K -3,374 -41%
EWA
333
Emergent Wealth Advisors
New York
$233K +$1.45K +31 +0.6%
CA
334
Claro Advisors
Massachusetts
$230K +$228K +4,854 New
FI
335
Financial Insights
Washington
$229K
VIPI
336
Vista Investment Partners II
Indiana
$228K -$7.31K -156 -3%
KPWS
337
Kestra Private Wealth Services
Texas
$228K -$77.1K -1,645 -26%
OCM
338
One Capital Management
California
$227K
FHA
339
First Horizon Advisors
Tennessee
$227K +$70.5K +1,505 +46%
BA
340
Bristlecone Advisors
Washington
$226K
4FG
341
4Thought Financial Group
New York
$224K -$4.97K -106 -2%
TIA
342
Traphagen Investment Advisors
New Jersey
$223K -$25.4K -542 -10%
FA
343
FC Advisory
Pennsylvania
$219K -$7.64K -163 -3%
SF
344
SWP Financial
California
$219K +$216K +4,604 New
CFD
345
Creative Financial Designs
Indiana
$218K -$3.66K -78 -2%
FHA
346
Flagship Harbor Advisors
Massachusetts
$213K -$19.9K -425 -9%
JWCA
347
J.W. Cole Advisors
Florida
$213K +$210K +4,483 New
CIA
348
Concurrent Investment Advisors
Florida
$210K +$207K +4,414 New
SPC
349
Sigma Planning Corp
Michigan
$209K +$206K +4,397 New
ATWA
350
Arbor Trust Wealth Advisors
Michigan
$206K