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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
BTI
326
Blue Trust Inc
Georgia
$244K
BFA
327
Bragg Financial Advisors
North Carolina
$243K +$48 +1 +0%
SPC
328
Sigma Planning Corp
Michigan
$241K +$34.5K +726 +17%
GVCM
329
Global View Capital Management
Wisconsin
$240K -$239K -5,018 -50%
KW
330
Keyvantage Wealth
Pennsylvania
$240K -$3.04K -64 -1%
JWA
331
JFS Wealth Advisors
Pennsylvania
$239K -$16.4K -344 -6%
JF
332
JSF Financial
California
$237K +$13.4K +281 +6%
4FG
333
4Thought Financial Group
New York
$236K +$6.18K +130 +3%
GSEP
334
Golden State Equity Partners
California
$235K +$2.09K +44 +0.9%
OCM
335
One Capital Management
California
$235K +$7.84K +165 +3%
KFSC
336
Keystone Financial Services (Colorado)
Colorado
$231K +$4.37K +92 +2%
KV
337
Kickstand Ventures
New York
$230K -$571 -12 -0.2%
BA
338
Bristlecone Advisors
Washington
$229K
FFG
339
Fiduciary Financial Group
California
$227K +$224K +4,717 New
TIA
340
Traphagen Investment Advisors
New Jersey
$226K +$285 +6 +0.1%
TWA
341
Talisman Wealth Advisors
New Jersey
$226K +$224K +4,704 New
GRP
342
Global Retirement Partners
California
$225K -$30.6K -643 -12%
GSWM
343
Golden State Wealth Management
California
$222K +$1.38K +29 +0.6%
LJAC
344
L.J. Altfest & Co
New York
$222K -$39.2K -825 -15%
PP
345
PDS Planning
Ohio
$222K +$220K +4,618 New
Fisher Asset Management
346
Fisher Asset Management
Washington
$219K +$217K +4,555 New
SF
347
SWP Financial
California
$218K -$8.37K -176 -4%
KWM
348
Kingsview Wealth Management
Oregon
$215K +$212K +4,469 New
OFS
349
OneAscent Financial Services
Alabama
$213K +$9.18K +193 +5%
GA
350
Gordian Advisors
Arizona
$212K +$2.04K +43 +1%