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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
BRIA
51
Balanced Rock Investment Advisors
Massachusetts
$8M +$390K +8,310 +5%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.6M +$4.29M +91,429 +133%
Morgan Stanley
53
Morgan Stanley
New York
$7.21M -$4.17M -88,930 -37%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$6.86M +$599K +12,778 +10%
MWM
55
Mascoma Wealth Management
New Hampshire
$6.8M -$914K -19,501 -12%
HighTower Advisors
56
HighTower Advisors
Illinois
$6.73M -$125K -2,676 -2%
AWA
57
Alaska Wealth Advisors
Alaska
$6.03M -$35.8K -764 -0.6%
RSWM
58
Robertson Stephens Wealth Management
California
$5.97M +$617K +13,168 +12%
US Bancorp
59
US Bancorp
Minnesota
$5.96M +$1.1M +23,573 +23%
NL
60
NEPC LLC
Massachusetts
$5.9M -$1.25M -26,750 -18%
Wealthfront Advisers
61
Wealthfront Advisers
California
$5.82M -$791K -16,883 -12%
BFA
62
Bluestem Financial Advisors
Illinois
$5.8M +$122K +2,609 +2%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$5.8M +$5.52M +117,704 +2,639%
OWA
64
One Wealth Advisors
California
$5.68M +$610K +13,022 +12%
Jane Street
65
Jane Street
New York
$5.66M +$5.59M +119,157 New
WIA
66
World Investment Advisors
California
$5.41M -$3.45M -73,686 -39%
SHGA
67
Sand Hill Global Advisors
California
$5.21M +$360K +7,684 +8%
SA
68
Stewardship Advisors
Pennsylvania
$5.14M +$3.47M +73,998 +216%
AWS
69
Atria Wealth Solutions
New York
$4.97M +$1.34M +28,632 +38%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$4.59M +$900K +19,210 +25%
Osaic Holdings
71
Osaic Holdings
Arizona
$4.56M -$5.06M -108,034 -53%
EI
72
eCIO Inc
Wisconsin
$4.47M +$4.41M +94,142 New
SRWM
73
Shira Ridge Wealth Management
California
$4.36M -$483K -10,297 -10%
RFA
74
RTD Financial Advisors
Pennsylvania
$4.23M +$1.25M +26,757 +43%
HGWM
75
Horst & Graben Wealth Management
Oregon
$4.19M +$1.16M +24,643 +39%