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iShares ESG Aware US Aggregate Bond ETF

410 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 43 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
43
Increased
216
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$4.17M +$1.12M +23,664 +37%
AssetMark Inc
77
AssetMark Inc
California
$4.14M +$963K +20,281 +30%
BPA
78
Beacon Pointe Advisors
California
$4.1M -$187K -3,938 -4%
APW
79
Atlantic Private Wealth
North Carolina
$4M +$522 +11 +0%
Creative Planning
80
Creative Planning
Kansas
$3.89M +$240K +5,062 +7%
DAS
81
Dynamic Advisor Solutions
Arizona
$3.78M -$3.22M -67,716 -46%
PA
82
Parkside Advisors
California
$3.71M +$202K +4,262 +6%
BC
83
Brio Consultants
California
$3.64M +$214K +4,513 +6%
BDFN
84
Bond & Devick Financial Network
Minnesota
$3.63M +$859K +18,097 +31%
SAG
85
SageView Advisory Group
California
$3.56M +$2.48M +52,196 +230%
EH
86
Equitable Holdings
New York
$3.52M +$831K +17,506 +31%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$3.44M +$3.44M +72,400 New
LRWA
88
Long Run Wealth Advisors
New York
$3.31M -$407K -8,579 -11%
COCM
89
Charter Oak Capital Management
New Hampshire
$3.19M +$71K +1,495 +2%
UCFA
90
United Capital Financial Advisors
Texas
$3.15M +$844K +17,778 +37%
SHJ
91
Sharkey, Howes & Javer
Colorado
$3.13M +$842K +17,726 +37%
NA
92
NewEdge Advisors
Louisiana
$3.1M -$900K -18,956 -22%
OFG
93
Omega Financial Group
California
$3.08M +$121K +2,556 +4%
JFA
94
JNBA Financial Advisors
Minnesota
$3.08M +$315K +6,627 +11%
LAMNM
95
Longview Asset Management (New Mexico)
New Mexico
$3.05M -$1.43M -30,185 -32%
OPS
96
Orion Portfolio Solutions
Nebraska
$3.02M +$79.8K +1,680 +3%
BCI
97
Brinker Capital Investments
Pennsylvania
$3.02M +$79.8K +1,680 +3%
BMC
98
Bear Mountain Capital
Washington
$2.98M -$69.7K -1,467 -2%
B
99
Barings
North Carolina
$2.89M
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$2.83M +$2.34M +49,234 +471%