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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
JWA
326
JFS Wealth Advisors
Pennsylvania
$239K
JF
327
JSF Financial
California
$237K
4FG
328
4Thought Financial Group
New York
$236K
GSEP
329
Golden State Equity Partners
California
$235K
OCM
330
One Capital Management
California
$235K
KFSC
331
Keystone Financial Services (Colorado)
Colorado
$231K
KV
332
Kickstand Ventures
New York
$230K
BA
333
Bristlecone Advisors
Washington
$229K
FFG
334
Fiduciary Financial Group
California
$227K
TIA
335
Traphagen Investment Advisors
New Jersey
$226K
TWA
336
Talisman Wealth Advisors
New Jersey
$226K
GRP
337
Global Retirement Partners
California
$225K
GSWM
338
Golden State Wealth Management
California
$222K
LJAC
339
L.J. Altfest & Co
New York
$222K
PP
340
PDS Planning
Ohio
$222K
Fisher Asset Management
341
Fisher Asset Management
Washington
$219K
SF
342
SWP Financial
California
$218K
KWM
343
Kingsview Wealth Management
Oregon
$215K
OFS
344
OneAscent Financial Services
Alabama
$213K
GA
345
Gordian Advisors
Arizona
$212K
TWCA
346
Two West Capital Advisors
Kansas
$212K
TW
347
Traveka Wealth
California
$209K
TFCP
348
Twin Focus Capital Partners
Massachusetts
$204K
ZF
349
Zhang Financial
Michigan
$203K
OAM
350
Occidental Asset Management
California
$202K