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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$22.6M -$1.58M -33,267 -7%
AF
27
Allworth Financial
California
$21.2M +$694K +14,605 +3%
MMA
28
Miracle Mile Advisors
California
$20.6M +$11.4M +239,537 +127%
FNWM
29
Financial Network Wealth Management
Utah
$20.5M +$20.3M +427,893 New
DWM
30
Destination Wealth Management
California
$20.2M +$1.57M +33,079 +9%
RWP
31
RWA Wealth Partners
Massachusetts
$18.2M +$529K +11,132 +3%
Franklin Resources
32
Franklin Resources
California
$16.5M +$245K +5,160 +2%
UBS Group
33
UBS Group
Switzerland
$15.9M +$1.17M +24,695 +8%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$15.6M +$246K +5,172 +2%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$14.9M +$14.4M +302,795 +3,808%
SC
36
Savant Capital
Illinois
$14.3M +$384K +8,072 +3%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$12.5M +$621K +13,071 +5%
Mariner
38
Mariner
Kansas
$12.2M +$69.7K +1,465 +0.6%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$12M +$155K +3,265 +1%
AI
40
Accredited Investors
Minnesota
$11.8M +$412K +8,656 +4%
WB
41
WesBanco Bank
West Virginia
$10.8M +$439K +9,226 +4%
MG
42
Mather Group
Illinois
$10.3M +$388K +8,162 +4%
AC
43
Apella Capital
Connecticut
$10.2M +$744K +15,648 +8%
JAA
44
Joel Adams & Associates
North Carolina
$9.92M +$202K +4,259 +2%
FWI
45
Facet Wealth Inc
Maryland
$9.91M +$404K +8,501 +4%
Financial Engines Advisors
46
Financial Engines Advisors
California
$9.74M +$625K +13,137 +7%
PAS
47
Park Avenue Securities
New York
$9.56M -$1.17M -24,617 -11%
GC
48
Garde Capital
Washington
$9.27M -$40.3K -847 -0.4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$9.06M +$320K +6,725 +4%
ACA
50
Affinity Capital Advisors
California
$9.03M -$211K -4,435 -2%