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iShares ESG Aware US Aggregate Bond ETF

410 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, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
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
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
351
Ballast Advisors
Minnesota
$187K +$950 +20 +0.5%
PS
352
Principal Securities
Iowa
$164K
MCM
353
MAI Capital Management
Ohio
$161K
CA
354
Continuum Advisory
Idaho
$146K +$32.1K +677 +28%
CIA
355
Cape Investment Advisory
Georgia
$143K
HWM
356
Horizons Wealth Management
North Carolina
$140K
DF
357
Dunhill Financial
United Kingdom
$137K +$137K +2,876 New
SC
358
Stephens Consulting
Michigan
$130K
PTC
359
Private Trust Company
Ohio
$126K
SMFG
360
Sumitomo Mitsui Financial Group
Japan
$104K
GC
361
Gould Capital
Washington
$88.4K +$6.89K +145 +8%
William Blair & Company
362
William Blair & Company
Illinois
$88.3K +$285 +6 +0.3%
NP
363
NorthRock Partners
Minnesota
$71.6K -$46K -969 -39%
M
364
MOTCO
Texas
$62.5K +$37.5K +789 +149%
T
365
Transce3nd
Texas
$55.1K +$10.6K +224 +24%
GWM
366
Geneos Wealth Management
Colorado
$54.8K -$32K -225 -37%
CCM
367
Coldstream Capital Management
Washington
$52.9K +$52.9K +1,115 New
SIS
368
Sound Income Strategies
Florida
$52.5K
ME
369
McIlrath & Eck
Washington
$47.4K -$2.18K -46 -4%
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$46K
GWSG
371
GPS Wealth Strategies Group
Colorado
$45.6K -$4.56K -96 -9%
CA
372
Crewe Advisors
Utah
$37.7K
GWS
373
Greykasell Wealth Strategies
California
$35.7K +$35.7K +752 New
GWP
374
Gen-Wealth Partners
Michigan
$35.5K +$35.5K +747 New
WCM
375
WealthTrak Capital Management
Virginia
$33.1K +$9.78K +206 +42%