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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
CAM
401
Clarity Asset Management
Iowa
$6.83K +$47 +1 +0.7%
1NWS
402
1 North Wealth Services
Maryland
$6.65K +$6.56K +140 New
GFPC
403
Global Financial Private Client
Florida
$5.27K +$3.89K +83 +296%
WP
404
WealthShield Partners
North Carolina
$4.65K
VWA
405
VSM Wealth Advisory
Maryland
$3.17K +$47 +1 +2%
NB
406
NBT Bank
New York
$2.18K
WCM
407
Winthrop Capital Management
Indiana
$2K
RWM
408
Ruedi Wealth Management
Illinois
$819 +$47 +1 +6%
CTWM
409
Cherry Tree Wealth Management
Minnesota
$808
MEG
410
Millstone Evans Group
Colorado
$807 -$3.7K -79 -82%
SS
411
Sunbelt Securities
Texas
$807 +$797 +17 New
AA
412
Addison Advisors
Vermont
$95
Russell Investments Group
413
Russell Investments Group
United Kingdom
$3
Citadel Advisors
414
Citadel Advisors
Florida
-$5.22M -111,453 Closed
OMC
415
Old Mission Capital
Illinois
-$2.89M -62,192 Closed
IAA
416
Independent Advisor Alliance
North Carolina
-$840K -18,078 Closed
IAIM
417
International Assets Investment Management
Florida
-$710K -15,273 Closed
SWA
418
Stratos Wealth Advisors
Ohio
-$624K -13,439 Closed
Principal Financial Group
419
Principal Financial Group
Iowa
-$404K -8,710 Closed
CFGS
420
Concourse Financial Group Securities
Alabama
-$281K -6,050 Closed
MNA
421
Manning & Napier Advisors
New York
-$241K -5,196 Closed
EB
422
Eastern Bank
Massachusetts
-$185K -3,989 Closed
HI
423
Human Investing
Oregon
-$85.4K -1,839 Closed
AT
424
Avalon Trust
New Mexico
-$80.1K -1,724 Closed
EPW
425
Endeavor Private Wealth
Kansas
-$70.9K -1,526 Closed