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iShares ESG Aware US Aggregate Bond ETF

410 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, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
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
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
401
Global Financial Private Client
Florida
$5.27K +$3.94K +83 +296%
WP
402
WealthShield Partners
North Carolina
$4.65K
VWA
403
VSM Wealth Advisory
Maryland
$3.17K +$47 +1 +2%
NB
404
NBT Bank
New York
$2.18K
WCM
405
Winthrop Capital Management
Indiana
$2K
RWM
406
Ruedi Wealth Management
Illinois
$819 +$48 +1 +6%
CTWM
407
Cherry Tree Wealth Management
Minnesota
$808
MEG
408
Millstone Evans Group
Colorado
$807 -$3.75K -79 -82%
SS
409
Sunbelt Securities
Texas
$807 +$807 +17 New
AA
410
Addison Advisors
Vermont
$95
Russell Investments Group
411
Russell Investments Group
United Kingdom
$3
Citadel Advisors
412
Citadel Advisors
Florida
-$5.18M -111,453 Closed
OMC
413
Old Mission Capital
Illinois
-$2.89M -62,192 Closed
IAA
414
Independent Advisor Alliance
North Carolina
-$840K -18,078 Closed
IAIM
415
International Assets Investment Management
Florida
-$710K -15,273 Closed
SWA
416
Stratos Wealth Advisors
Ohio
-$624K -13,439 Closed
Principal Financial Group
417
Principal Financial Group
Iowa
-$404K -8,710 Closed
CFGS
418
Concourse Financial Group Securities
Alabama
-$281K -6,050 Closed
MNA
419
Manning & Napier Advisors
New York
-$241K -5,196 Closed
EB
420
Eastern Bank
Massachusetts
-$185K -3,989 Closed
HI
421
Human Investing
Oregon
-$85.4K -1,839 Closed
AT
422
Avalon Trust
New Mexico
-$80.1K -1,724 Closed
EPW
423
Endeavor Private Wealth
Kansas
-$70.9K -1,526 Closed
OP
424
ORG Partners
Indiana
-$50.6K -1,090 Closed
CAS
425
Coppell Advisory Solutions
Texas
-$25.5K -549 Closed