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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
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
TVAMP
351
Tennessee Valley Asset Management Partners
Tennessee
$200K
MNA
352
Manning & Napier Advisors
New York
$185K
TWC
353
TD Waterhouse Canada
Ontario, Canada
$155K
HWM
354
Horizons Wealth Management
North Carolina
$141K
RFP
355
Root Financial Partners
California
$140K
PTC
356
Private Trust Company
Ohio
$131K
GWSG
357
GPS Wealth Strategies Group
Colorado
$111K
SMFG
358
Sumitomo Mitsui Financial Group
Japan
$105K
M
359
MOTCO
Texas
$102K
CA
360
Crewe Advisors
Utah
$98.6K
RPC
361
Rossmore Private Capital
Connecticut
$96.1K
William Blair & Company
362
William Blair & Company
Illinois
$95.5K
RWM
363
RMG Wealth Management
Wisconsin
$94.6K
GC
364
Gould Capital
Washington
$89.4K
DF
365
Dunhill Financial
United Kingdom
$88.7K
AAG
366
Armstrong Advisory Group
Massachusetts
$62.4K
BA
367
Ballast Advisors
Minnesota
$56.9K
SIS
368
Sound Income Strategies
Florida
$53K
TCM
369
Triumph Capital Management
Colorado
$51K
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$47.9K
EWM
371
Evolution Wealth Management
Florida
$42.3K
FPF
372
First Pacific Financial
Washington
$41.2K
GWP
373
Gen-Wealth Partners
Michigan
$35.9K
PG
374
Proffitt & Goodson
Tennessee
$35.4K
ME
375
McIlrath & Eck
Washington
$35K