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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
TFCP
351
Twin Focus Capital Partners
Massachusetts
$202K -$163K -3,473 -45%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$198K
BA
353
Ballast Advisors
Minnesota
$187K +$937 +20 +0.5%
PS
354
Principal Securities
Iowa
$164K
MCM
355
MAI Capital Management
Ohio
$161K
CA
356
Continuum Advisory
Idaho
$146K +$31.7K +677 +28%
CIA
357
Cape Investment Advisory
Georgia
$143K
HWM
358
Horizons Wealth Management
North Carolina
$140K
DF
359
Dunhill Financial
United Kingdom
$137K +$135K +2,876 New
SC
360
Stephens Consulting
Michigan
$130K
PTC
361
Private Trust Company
Ohio
$126K
SMFG
362
Sumitomo Mitsui Financial Group
Japan
$104K
GC
363
Gould Capital
Washington
$88.4K +$6.8K +145 +8%
William Blair & Company
364
William Blair & Company
Illinois
$88.3K +$281 +6 +0.3%
NP
365
NorthRock Partners
Minnesota
$71.6K -$45.4K -969 -39%
M
366
MOTCO
Texas
$62.5K +$37K +789 +149%
T
367
Transce3nd
Texas
$55.1K +$10.5K +224 +24%
GWM
368
Geneos Wealth Management
Colorado
$54.8K -$10.5K -225 -37%
CCM
369
Coldstream Capital Management
Washington
$52.9K +$52.3K +1,115 New
SIS
370
Sound Income Strategies
Florida
$52.5K
ME
371
McIlrath & Eck
Washington
$47.4K -$2.16K -46 -4%
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$46K
GWSG
373
GPS Wealth Strategies Group
Colorado
$45.6K -$4.5K -96 -9%
CA
374
Crewe Advisors
Utah
$37.7K
GWS
375
Greykasell Wealth Strategies
California
$35.7K +$35.2K +752 New