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iShares ESG Aware US Aggregate Bond ETF

468 hedge funds and large institutions have $3.93B invested in iShares ESG Aware US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 278 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$132M
2 +$41.4M
3 +$37.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$36.6M
5
LPL Financial
LPL Financial
California
+$33M

Top Sellers

1 -$34.2M
2 -$18.5M
3 -$17.3M
4
CAL
Capital Advisors Ltd
Ohio
-$6.8M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
351
Principal Securities
Iowa
$279K
NWM
352
Navigate Wealth Management
Alabama
$276K
DPI
353
Diversified Portfolios Inc
Michigan
$276K
CGFA
354
Colton Groome Financial Advisors
North Carolina
$268K
BFA
355
Bragg Financial Advisors
North Carolina
$267K
OWCM
356
One Wealth Capital Management
Arizona
$265K
HSA
357
HBK Sorce Advisory
Pennsylvania
$263K
CCM
358
Coldstream Capital Management
Washington
$261K
FMN
359
Financial Management Network
California
$260K
FFG
360
Fiduciary Financial Group
California
$260K
FA
361
FC Advisory
Pennsylvania
$259K
BFG
362
Buttonwood Financial Group
Missouri
$255K
IWM
363
IHT Wealth Management
Illinois
$254K
WWM
364
Western Wealth Management
Colorado
$248K
AWA
365
Asempa Wealth Advisors
Louisiana
$247K
JWA
366
JFS Wealth Advisors
Pennsylvania
$247K
Lido Advisors
367
Lido Advisors
California
$246K
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$244K
SPC
369
Sigma Planning Corp
Michigan
$244K
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$242K
GT
371
GreatBanc Trust
Illinois
$242K
CH
372
CDKV Holdings
Colorado
$238K
4FG
373
4Thought Financial Group
New York
$237K
KWM
374
Kingsview Wealth Management
Oregon
$236K
KW
375
Keyvantage Wealth
Pennsylvania
$235K