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iShares ESG Aware US Aggregate Bond ETF

409 hedge funds and large institutions have $3.44B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 225 increasing their positions, 97 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:

1% less funds holding

Funds holding: 412409 (-3)

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
409
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
OAM
351
Occidental Asset Management
California
$202K
TVAMP
352
Tennessee Valley Asset Management Partners
Tennessee
$200K
MNA
353
Manning & Napier Advisors
New York
$185K
TWC
354
TD Waterhouse Canada
Ontario, Canada
$155K
HWM
355
Horizons Wealth Management
North Carolina
$141K
RFP
356
Root Financial Partners
California
$140K
PTC
357
Private Trust Company
Ohio
$131K
GWSG
358
GPS Wealth Strategies Group
Colorado
$111K
SMFG
359
Sumitomo Mitsui Financial Group
Japan
$105K
M
360
MOTCO
Texas
$102K
CA
361
Crewe Advisors
Utah
$98.6K
RPC
362
Rossmore Private Capital
Connecticut
$96.1K
William Blair & Company
363
William Blair & Company
Illinois
$95.5K
IA
364
IFP Advisors
Florida
$94.8K
RWM
365
RMG Wealth Management
Wisconsin
$94.6K
GC
366
Gould Capital
Washington
$89.4K
DF
367
Dunhill Financial
United Kingdom
$88.7K
AAG
368
Armstrong Advisory Group
Massachusetts
$62.4K
BA
369
Ballast Advisors
Minnesota
$56.9K
SIS
370
Sound Income Strategies
Florida
$53K
TCM
371
Triumph Capital Management
Colorado
$51K
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$47.9K
EWM
373
Evolution Wealth Management
Florida
$42.3K
FPF
374
First Pacific Financial
Washington
$41.2K
GWP
375
Gen-Wealth Partners
Michigan
$35.9K