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iShares ESG Aware US Aggregate Bond ETF

417 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, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

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
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
401
Noble Wealth Management PBC
Colorado
$8.84K +$8.75K +184 New
NSIM
402
North Star Investment Management
Illinois
$8.29K +$95 +2 +1%
CAM
403
Clarity Asset Management
Iowa
$7.04K +$95 +2 +1%
1NWS
404
1 North Wealth Services
Maryland
$6.72K
GA
405
Guerra Advisors
Florida
$5.7K +$5.66K +119 New
WP
406
WealthShield Partners
North Carolina
$4.71K
VWA
407
VSM Wealth Advisory
Maryland
$3.27K +$48 +1 +1%
ADL
408
Asset Dedication LLC
California
$3.17K
LFG
409
Larson Financial Group
Missouri
$3.07K -$4.52K -95 -60%
AIC
410
Archer Investment Corporation
Indiana
$2.98K +$2.95K +62 New
GI
411
GAMMA Investing
California
$2.4K -$618 -13 -21%
NB
412
NBT Bank
New York
$2.21K +$95 +2 +4%
TAM
413
Tucker Asset Management
Colorado
$1.97K
CTWM
414
Cherry Tree Wealth Management
Minnesota
$817
MEG
415
Millstone Evans Group
Colorado
$817
SS
416
Sunbelt Securities
Texas
$817 +$808 +17 New
SWP
417
Strategic Wealth Partners
Ohio
$731 +$713 +15 New
FLP
418
Financial Life Planners
Arizona
$50 +$48 +1 New
Russell Investments Group
419
Russell Investments Group
United Kingdom
$3
Jane Street
420
Jane Street
New York
-$11M -231,909 Closed
DL
421
DOHJ LLC
Washington
-$8.98M -191,789 Closed
Citadel Advisors
422
Citadel Advisors
Florida
-$3.24M -68,224 Closed
LAMNM
423
Longview Asset Management (New Mexico)
New Mexico
-$1.89M -39,861 Closed
MA
424
Mutual Advisors
Nebraska
-$1.13M -23,998 Closed
MIM
425
Macroview Investment Management
Maryland
-$322K -6,769 Closed