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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
Truist Financial
51
Truist Financial
North Carolina
$8.43M +$168K +3,537 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.32M +$709K +14,918 +9%
EI
53
eCIO Inc
Wisconsin
$8.22M +$1.66M +34,981 +26%
MML Investors Services
54
MML Investors Services
Massachusetts
$7.96M -$1.07M -22,588 -12%
Osaic Holdings
55
Osaic Holdings
Arizona
$7.64M +$1.55M +32,592 +26%
Morgan Stanley
56
Morgan Stanley
New York
$7.33M +$129K +2,719 +2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$7.33M +$174K +3,664 +2%
BFA
58
Bluestem Financial Advisors
Illinois
$6.73M +$82.2K +1,728 +1%
AssetMark Inc
59
AssetMark Inc
California
$6.68M +$535K +11,263 +9%
RF
60
rebel Financial
Ohio
$6.43M -$6.21M -130,634 Closed
MWM
61
Mascoma Wealth Management
New Hampshire
$6.28M -$475K -9,985 -7%
AWA
62
Alaska Wealth Advisors
Alaska
$6.14M +$634K +13,343 +12%
OWA
63
One Wealth Advisors
California
$6.04M +$193K +4,056 +3%
HighTower Advisors
64
HighTower Advisors
Illinois
$6.02M -$148K -3,123 -2%
US Bancorp
65
US Bancorp
Minnesota
$5.84M -$608K -12,793 -10%
RSWM
66
Robertson Stephens Wealth Management
California
$5.83M -$204K -4,299 -3%
Wealthfront Advisers
67
Wealthfront Advisers
California
$5.65M -$62K -1,305 -1%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$5.65M +$530K +11,147 +10%
BPA
69
Beacon Pointe Advisors
California
$5.6M +$1.81M +38,054 +48%
SHGA
70
Sand Hill Global Advisors
California
$5.26M +$120K +2,520 +2%
SA
71
Stewardship Advisors
Pennsylvania
$5.2M +$223K +4,697 +5%
Principal Financial Group
72
Principal Financial Group
Iowa
$5.18M +$5.12M +107,748 New
WIA
73
World Investment Advisors
California
$5.11M -$42.9K -902 -0.8%
AWM
74
Axxcess Wealth Management
California
$4.82M +$2.77M +58,347 +139%
BDFN
75
Bond & Devick Financial Network
Minnesota
$4.62M +$828K +17,407 +22%