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iShares ESG Aware US Aggregate Bond ETF

417 hedge funds and large institutions have $3.45B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 227 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

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
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
351
Two West Capital Advisors
Kansas
$212K -$5.04K -106 -2%
TW
352
Traveka Wealth
California
$209K +$207K +4,356 New
TFCP
353
Twin Focus Capital Partners
Massachusetts
$204K
ZF
354
Zhang Financial
Michigan
$203K +$201K +4,231 New
OAM
355
Occidental Asset Management
California
$202K +$200K +4,198 New
TVAMP
356
Tennessee Valley Asset Management Partners
Tennessee
$200K +$198K +4,171 New
MNA
357
Manning & Napier Advisors
New York
$185K +$183K +3,853 New
CIA
358
Cape Investment Advisory
Georgia
$167K
TWC
359
TD Waterhouse Canada
Ontario, Canada
$155K
HWM
360
Horizons Wealth Management
North Carolina
$141K
RFP
361
Root Financial Partners
California
$140K +$138K +2,906 New
PTC
362
Private Trust Company
Ohio
$131K
GWSG
363
GPS Wealth Strategies Group
Colorado
$111K +$37K +779 +51%
SMFG
364
Sumitomo Mitsui Financial Group
Japan
$105K
M
365
MOTCO
Texas
$102K +$11.4K +239 +13%
CA
366
Crewe Advisors
Utah
$98.6K +$20.8K +438 +27%
RPC
367
Rossmore Private Capital
Connecticut
$96.1K +$95.1K +2,000 New
William Blair & Company
368
William Blair & Company
Illinois
$95.5K +$5.61K +118 +6%
IA
369
IFP Advisors
Florida
$94.8K -$8.04K -169 -8%
RWM
370
RMG Wealth Management
Wisconsin
$94.6K +$53.2K +1,119 +43%
GC
371
Gould Capital
Washington
$89.4K
DF
372
Dunhill Financial
United Kingdom
$88.7K -$138K -2,898 Closed
SA
373
Scarborough Advisors
Maryland
$86.6K -$2.09K -44 -2%
AAG
374
Armstrong Advisory Group
Massachusetts
$62.4K +$380 +8 +0.6%
BA
375
Ballast Advisors
Minnesota
$56.9K +$56.3K +1,184 New