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iShares ESG Aware US Aggregate Bond ETF

412 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$35.5K +$35K +747 New
WCM
377
WealthTrak Capital Management
Virginia
$33.1K +$9.65K +206 +42%
AAG
378
Armstrong Advisory Group
Massachusetts
$32.2K
RMP
379
Richards, Merrill & Peterson
Washington
$30.6K
DIP
380
DT Investment Partners
Pennsylvania
$28.3K -$5.39K -115 -16%
PG
381
Proffitt & Goodson
Tennessee
$26.2K +$422 +9 +2%
PWA
382
Physician Wealth Advisors
Utah
$26.2K +$187 +4 +0.7%
KFP
383
Keener Financial Planning
Texas
$24K
C
384
Covestor
United Kingdom
$24K +$1.5K +32 +7%
CA
385
CoreCap Advisors
Michigan
$22.9K
IA
386
IFP Advisors
Florida
$22.8K +$9.42K +201 +72%
WSFS
387
Wilmington Savings Fund Society
Delaware
$21.2K +$21K +447 New
RA
388
Rise Advisors
New York
$21.2K +$141 +3 +0.7%
Bessemer Group
389
Bessemer Group
New Jersey
$21K
MA
390
MCF Advisors
Kentucky
$20.2K +$19.9K +425 New
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$15.5K +$11K +234 +252%
YAL
392
Your Advocates Ltd
Texas
$14.5K
AG
393
AmeriFlex Group
Nevada
$10.2K +$1.78K +38 +21%
Citigroup
394
Citigroup
New York
$9.5K
NWMP
395
Noble Wealth Management PBC
Colorado
$8.74K
CPG
396
Cornerstone Planning Group
New Jersey
$8.24K +$8.25K +176 New
NSIM
397
North Star Investment Management
Illinois
$8.04K +$47 +1 +0.6%
LFG
398
Larson Financial Group
Missouri
$7.55K
MFS
399
Mattson Financial Services
Michigan
$7.03K -$11.4K -243 -62%
GI
400
GAMMA Investing
California
$7.03K +$6.94K +148 New