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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
351
Creative Financial Designs
Indiana
$186K -$32.1K -675 -15%
CIA
352
Cape Investment Advisory
Georgia
$166K +$22K +463 +15%
MCM
353
MAI Capital Management
Ohio
$162K
TWC
354
TD Waterhouse Canada
Ontario, Canada
$153K -$45.1K -953 -23%
HWM
355
Horizons Wealth Management
North Carolina
$140K
DF
356
Dunhill Financial
United Kingdom
$138K +$1.05K +22 +0.8%
SC
357
Stephens Consulting
Michigan
$130K
PTC
358
Private Trust Company
Ohio
$130K +$4.09K +86 +3%
SMFG
359
Sumitomo Mitsui Financial Group
Japan
$104K
IA
360
IFP Advisors
Florida
$102K +$79.1K +1,663 +346%
M
361
MOTCO
Texas
$89.1K +$26.8K +568 +43%
William Blair & Company
362
William Blair & Company
Illinois
$88.9K +$523 +11 +0.6%
GC
363
Gould Capital
Washington
$88.5K
TPWA
364
Twin Peaks Wealth Advisors
California
$88.3K +$88.3K +1,861 New
SA
365
Scarborough Advisors
Maryland
$87.8K +$87.8K +1,846 New
SIS
366
Sound Income Strategies
Florida
$81.1K +$28.5K +599 +54%
CA
367
Crewe Advisors
Utah
$76.7K +$39K +821 +104%
GWSG
368
GPS Wealth Strategies Group
Colorado
$72.4K +$26.7K +561 +58%
NP
369
NorthRock Partners
Minnesota
$71.7K
RWM
370
RMG Wealth Management
Wisconsin
$65.6K +$65.6K +2,614 New
AAG
371
Armstrong Advisory Group
Massachusetts
$61.4K +$28.4K +598 +86%
T
372
Transce3nd
Texas
$56.7K +$1.47K +31 +3%
OLVIG
373
Oliver Lagore Vanvalin Investment Group
Michigan
$55.3K +$55.3K +1,164 New
MYIA
374
Mount Yale Investment Advisors
Colorado
$55.2K +$55.2K +1,161 New
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$41.9K -$4.18K -88 -9%