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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

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 43 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+13
Holders Change %
+3.27%
% 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
43
Increased
216
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$271M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
3
Betterment LLC
Betterment LLC
New York
$54.8M
4
GC
Garde Capital
Washington
$8.94M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$814M
2
BlackRock
BlackRock
New York
$73.1M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.56M
5
Ameriprise
Ameriprise
Minnesota
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$18.9M +$2.69M +56,680 +17%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$18.1M +$2.01M +42,385 +13%
FNWM
28
Financial Network Wealth Management
Utah
$17.9M +$352K +7,421 +2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$14.9M -$158K -3,330 -1%
UBS Group
30
UBS Group
Switzerland
$14.4M +$176K +3,697 +1%
DWM
31
Destination Wealth Management
California
$13.3M +$95.2K +2,006 +0.7%
SC
32
Savant Capital
Illinois
$12.5M +$692K +14,570 +6%
Mariner
33
Mariner
Kansas
$11.3M +$1.09M +22,908 +11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$10.5M -$194K -4,079 -2%
AI
35
Accredited Investors
Minnesota
$10.4M +$1.6M +33,685 +18%
PAS
36
Park Avenue Securities
New York
$10.3M +$3.78M +79,695 +58%
Financial Engines Advisors
37
Financial Engines Advisors
California
$10M +$459K +9,672 +5%
WB
38
WesBanco Bank
West Virginia
$9.87M -$350K -7,379 -3%
JAA
39
Joel Adams & Associates
North Carolina
$9.59M -$68.2K -1,436 -0.7%
DL
40
DOHJ LLC
Washington
$9.57M -$1.17M -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 +$2.33M +49,147 +35%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$8.98M -$679K -14,307 -7%
GC
45
Garde Capital
Washington
$8.94M +$8.94M +188,262 New
ACA
46
Affinity Capital Advisors
California
$8.78M +$236K +5,063 +3%
MG
47
Mather Group
Illinois
$8.77M +$60K +1,263 +0.7%
Truist Financial
48
Truist Financial
North Carolina
$8.24M +$158K +3,329 +2%
WA
49
Westfuller Advisors
New York
$8.19M +$6.29M +132,378 +330%
GEM
50
Global Endowment Management
North Carolina
$8.03M -$508K -10,700 -6%
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