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iShares ESG Aware US Aggregate Bond ETF

415 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, 99 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:

0% more funds holding

Funds holding: 414415 (+1)

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
415
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
BTI
326
Blue Trust Inc
Georgia
$244K
BFA
327
Bragg Financial Advisors
North Carolina
$243K
SPC
328
Sigma Planning Corp
Michigan
$241K
GVCM
329
Global View Capital Management
Wisconsin
$240K
KW
330
Keyvantage Wealth
Pennsylvania
$240K
JWA
331
JFS Wealth Advisors
Pennsylvania
$239K
JF
332
JSF Financial
California
$237K
4FG
333
4Thought Financial Group
New York
$236K
GSEP
334
Golden State Equity Partners
California
$235K
OCM
335
One Capital Management
California
$235K
KFSC
336
Keystone Financial Services (Colorado)
Colorado
$231K
KV
337
Kickstand Ventures
New York
$230K
BA
338
Bristlecone Advisors
Washington
$229K
FFG
339
Fiduciary Financial Group
California
$227K
TIA
340
Traphagen Investment Advisors
New Jersey
$226K
TWA
341
Talisman Wealth Advisors
New Jersey
$226K
GRP
342
Global Retirement Partners
California
$225K
GSWM
343
Golden State Wealth Management
California
$222K
LJAC
344
L.J. Altfest & Co
New York
$222K
PP
345
PDS Planning
Ohio
$222K
Fisher Asset Management
346
Fisher Asset Management
Washington
$219K
SF
347
SWP Financial
California
$218K
KWM
348
Kingsview Wealth Management
Oregon
$215K
OFS
349
OneAscent Financial Services
Alabama
$213K
GA
350
Gordian Advisors
Arizona
$212K