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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
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$171K
AGA
402
Arkos Global Advisors
Texas
$149K
GC
403
Gould Capital
Washington
$135K
PTC
404
Private Trust Company
Ohio
$130K
TPWA
405
Twin Peaks Wealth Advisors
California
$122K
M
406
MOTCO
Texas
$112K
BA
407
Blueline Advisors
New Hampshire
$106K
CSP
408
Cary Street Partners
Virginia
$105K
SMFG
409
Sumitomo Mitsui Financial Group
Japan
$104K
CAL
410
Capital Advisors Ltd
Ohio
$100K
LWMI
411
Legacy Wealth Management (Idaho)
Idaho
$99.3K
CA
412
Crewe Advisors
Utah
$98K
RPC
413
Rossmore Private Capital
Connecticut
$95.1K
GWP
414
Gen-Wealth Partners
Michigan
$91K
SA
415
Scarborough Advisors
Maryland
$86.3K
HWM
416
Horizons Wealth Management
North Carolina
$82.6K
NS
417
NBC Securities
Alabama
$75K
EWM
418
Evolution Wealth Management
Florida
$68.9K
AC
419
AlphaCore Capital
California
$66.4K
BA
420
Ballast Advisors
Minnesota
$57.3K
TCM
421
Triumph Capital Management
Colorado
$51.2K
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$50.2K
PG
423
Proffitt & Goodson
Tennessee
$47K
ME
424
McIlrath & Eck
Washington
$46.3K
TLFA
425
True Link Financial Advisors
California
$41.9K