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iShares ESG Aware US Aggregate Bond ETF

415 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, 99 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: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 414415 (+1)

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
415
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
TWCA
351
Two West Capital Advisors
Kansas
$212K
TW
352
Traveka Wealth
California
$209K
TFCP
353
Twin Focus Capital Partners
Massachusetts
$204K
ZF
354
Zhang Financial
Michigan
$203K
OAM
355
Occidental Asset Management
California
$202K
TVAMP
356
Tennessee Valley Asset Management Partners
Tennessee
$200K
MNA
357
Manning & Napier Advisors
New York
$185K
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
PTC
362
Private Trust Company
Ohio
$131K
GWSG
363
GPS Wealth Strategies Group
Colorado
$111K
SMFG
364
Sumitomo Mitsui Financial Group
Japan
$105K
M
365
MOTCO
Texas
$102K
CA
366
Crewe Advisors
Utah
$98.6K
RPC
367
Rossmore Private Capital
Connecticut
$96.1K
William Blair & Company
368
William Blair & Company
Illinois
$95.5K
IA
369
IFP Advisors
Florida
$94.8K
RWM
370
RMG Wealth Management
Wisconsin
$94.6K
GC
371
Gould Capital
Washington
$89.4K
DF
372
Dunhill Financial
United Kingdom
$88.7K
AAG
373
Armstrong Advisory Group
Massachusetts
$62.4K
BA
374
Ballast Advisors
Minnesota
$56.9K
SIS
375
Sound Income Strategies
Florida
$53K