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iShares ESG Aware US Aggregate Bond ETF

415 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, 226 increasing their positions, 100 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: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 414415 (+1)

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
415
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
Truist Financial
51
Truist Financial
North Carolina
$8.43M
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.32M
EI
53
eCIO Inc
Wisconsin
$8.22M
MML Investors Services
54
MML Investors Services
Massachusetts
$7.96M
Osaic Holdings
55
Osaic Holdings
Arizona
$7.64M
Morgan Stanley
56
Morgan Stanley
New York
$7.33M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$7.33M
BFA
58
Bluestem Financial Advisors
Illinois
$6.73M
AssetMark Inc
59
AssetMark Inc
California
$6.68M
RF
60
rebel Financial
Ohio
$6.43M
MWM
61
Mascoma Wealth Management
New Hampshire
$6.28M
AWA
62
Alaska Wealth Advisors
Alaska
$6.14M
OWA
63
One Wealth Advisors
California
$6.04M
HighTower Advisors
64
HighTower Advisors
Illinois
$6.02M
US Bancorp
65
US Bancorp
Minnesota
$5.84M
RSWM
66
Robertson Stephens Wealth Management
California
$5.83M
Wealthfront Advisers
67
Wealthfront Advisers
California
$5.65M
Jones Financial Companies
68
Jones Financial Companies
Missouri
$5.65M
BPA
69
Beacon Pointe Advisors
California
$5.6M
SHGA
70
Sand Hill Global Advisors
California
$5.26M
SA
71
Stewardship Advisors
Pennsylvania
$5.2M
Principal Financial Group
72
Principal Financial Group
Iowa
$5.18M
WIA
73
World Investment Advisors
California
$5.11M
AWM
74
Axxcess Wealth Management
California
$4.82M
BDFN
75
Bond & Devick Financial Network
Minnesota
$4.62M