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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
SEI Investments
26
SEI Investments
Pennsylvania
$18.9M +$2.66M +56,680 +17%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$18.1M +$1.99M +42,385 +13%
FNWM
28
Financial Network Wealth Management
Utah
$17.9M +$348K +7,421 +2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$14.9M -$156K -3,330 -1%
UBS Group
30
UBS Group
Switzerland
$14.4M +$173K +3,697 +1%
DWM
31
Destination Wealth Management
California
$13.3M +$94K +2,006 +0.7%
SC
32
Savant Capital
Illinois
$12.5M +$683K +14,570 +6%
Mariner
33
Mariner
Kansas
$11.3M +$1.07M +22,908 +11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$10.5M -$191K -4,079 -2%
AI
35
Accredited Investors
Minnesota
$10.4M +$1.58M +33,685 +18%
PAS
36
Park Avenue Securities
New York
$10.3M +$3.74M +79,695 +58%
Financial Engines Advisors
37
Financial Engines Advisors
California
$10M +$453K +9,672 +5%
WB
38
WesBanco Bank
West Virginia
$9.87M -$346K -7,379 -3%
JAA
39
Joel Adams & Associates
North Carolina
$9.59M -$67.3K -1,436 -0.7%
DL
40
DOHJ LLC
Washington
$9.57M -$1.16M -24,745 -11%
AC
41
Apella Capital
Connecticut
$9.03M -$105K -2,231 -1%
FWI
42
Facet Wealth Inc
Maryland
$9.02M -$1.08M -23,055 -11%
MML Investors Services
43
MML Investors Services
Massachusetts
$9.01M +$2.3M +49,147 +35%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$8.98M -$671K -14,307 -7%
GC
45
Garde Capital
Washington
$8.94M +$8.82M +188,262 New
ACA
46
Affinity Capital Advisors
California
$8.78M +$237K +5,063 +3%
MG
47
Mather Group
Illinois
$8.77M +$59.2K +1,263 +0.7%
Truist Financial
48
Truist Financial
North Carolina
$8.24M +$156K +3,329 +2%
WA
49
Westfuller Advisors
New York
$8.19M +$6.2M +132,378 +330%
GEM
50
Global Endowment Management
North Carolina
$8.03M -$502K -10,700 -6%