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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$235K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$22.6M
MMA
27
Miracle Mile Advisors
California
$20.6M
FNWM
28
Financial Network Wealth Management
Utah
$20.5M
DWM
29
Destination Wealth Management
California
$20.2M
RWP
30
RWA Wealth Partners
Massachusetts
$18.2M
Franklin Resources
31
Franklin Resources
California
$16.5M
UBS Group
32
UBS Group
Switzerland
$15.9M
Baird Financial Group
33
Baird Financial Group
Wisconsin
$15.6M
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$14.9M
SC
35
Savant Capital
Illinois
$14.3M
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$12.5M
Mariner
37
Mariner
Kansas
$12.2M
Fidelity Investments
38
Fidelity Investments
Massachusetts
$12M
AI
39
Accredited Investors
Minnesota
$11.8M
WB
40
WesBanco Bank
West Virginia
$10.8M
MG
41
Mather Group
Illinois
$10.3M
AC
42
Apella Capital
Connecticut
$10.2M
JAA
43
Joel Adams & Associates
North Carolina
$9.92M
FWI
44
Facet Wealth Inc
Maryland
$9.91M
Financial Engines Advisors
45
Financial Engines Advisors
California
$9.74M
PAS
46
Park Avenue Securities
New York
$9.56M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$9.06M
ACA
48
Affinity Capital Advisors
California
$9.03M
Truist Financial
49
Truist Financial
North Carolina
$8.43M
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.32M