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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$8.64M -$346K -7,277 -4%
Truist Financial
52
Truist Financial
North Carolina
$8.18M -$66.7K -1,404 -0.8%
WA
53
Westfuller Advisors
New York
$7.63M -$569K -11,970 -7%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M -$82.2K -1,729 -1%
Morgan Stanley
55
Morgan Stanley
New York
$7.13M -$89.6K -1,884 -1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$7.08M +$212K +4,452 +3%
MWM
57
Mascoma Wealth Management
New Hampshire
$6.69M -$110K -2,313 -2%
BFA
58
Bluestem Financial Advisors
Illinois
$6.57M +$767K +16,143 +13%
EI
59
eCIO Inc
Wisconsin
$6.48M +$2M +42,090 +45%
US Bancorp
60
US Bancorp
Minnesota
$6.39M +$421K +8,855 +7%
RF
61
rebel Financial
Ohio
$6.21M +$6.21M +130,634 New
HighTower Advisors
62
HighTower Advisors
Illinois
$6.11M -$630K -13,250 -9%
AssetMark Inc
63
AssetMark Inc
California
$6.08M +$1.94M +40,750 +47%
RSWM
64
Robertson Stephens Wealth Management
California
$5.98M -$4.85K -102 -0.1%
OWA
65
One Wealth Advisors
California
$5.79M +$101K +2,114 +2%
Wealthfront Advisers
66
Wealthfront Advisers
California
$5.66M -$168K -3,528 -3%
Osaic Holdings
67
Osaic Holdings
Arizona
$5.44M +$918K +19,480 +20%
AWA
68
Alaska Wealth Advisors
Alaska
$5.44M -$593K -12,470 -10%
WIA
69
World Investment Advisors
California
$5.1M -$314K -6,613 -6%
SHGA
70
Sand Hill Global Advisors
California
$5.08M -$133K -2,794 -3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$5.05M +$464K +9,801 +10%
SA
72
Stewardship Advisors
Pennsylvania
$4.92M -$223K -4,684 -4%
OIA
73
OneDigital Investment Advisors
Kansas
$4.64M +$464K +9,761 +11%
HGWM
74
Horst & Graben Wealth Management
Oregon
$4.14M -$59.4K -1,250 -1%
SRWM
75
Shira Ridge Wealth Management
California
$4.07M -$291K -6,130 -7%