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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
EI
51
eCIO Inc
Wisconsin
$8.22M
MML Investors Services
52
MML Investors Services
Massachusetts
$7.96M
Osaic Holdings
53
Osaic Holdings
Arizona
$7.64M
Morgan Stanley
54
Morgan Stanley
New York
$7.33M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$7.33M
BFA
56
Bluestem Financial Advisors
Illinois
$6.73M
AssetMark Inc
57
AssetMark Inc
California
$6.68M
RF
58
rebel Financial
Ohio
$6.43M
MWM
59
Mascoma Wealth Management
New Hampshire
$6.28M
AWA
60
Alaska Wealth Advisors
Alaska
$6.14M
OWA
61
One Wealth Advisors
California
$6.04M
HighTower Advisors
62
HighTower Advisors
Illinois
$6.02M
US Bancorp
63
US Bancorp
Minnesota
$5.84M
RSWM
64
Robertson Stephens Wealth Management
California
$5.83M
Wealthfront Advisers
65
Wealthfront Advisers
California
$5.65M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$5.65M
BPA
67
Beacon Pointe Advisors
California
$5.6M
SHGA
68
Sand Hill Global Advisors
California
$5.26M
SA
69
Stewardship Advisors
Pennsylvania
$5.2M
Principal Financial Group
70
Principal Financial Group
Iowa
$5.18M
WIA
71
World Investment Advisors
California
$5.11M
AWM
72
Axxcess Wealth Management
California
$4.82M
BDFN
73
Bond & Devick Financial Network
Minnesota
$4.62M
SAG
74
SageView Advisory Group
California
$4.34M
OIA
75
OneDigital Investment Advisors
Kansas
$4.15M