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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
NA
76
NewEdge Advisors
Louisiana
$4.11M
EH
77
Equitable Holdings
New York
$4.1M
HGWM
78
Horst & Graben Wealth Management
Oregon
$4.08M
BC
79
Brio Consultants
California
$3.97M
APW
80
Atlantic Private Wealth
North Carolina
$3.96M
WA
81
Westfuller Advisors
New York
$3.86M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$3.84M
Creative Planning
83
Creative Planning
Kansas
$3.79M
NL
84
NEPC LLC
Massachusetts
$3.77M
SPA
85
Sentinel Pension Advisors
Massachusetts
$3.73M
WA
86
Wealth Architects
California
$3.62M
LRWA
87
Long Run Wealth Advisors
New York
$3.62M
SHJ
88
Sharkey, Howes & Javer
Colorado
$3.48M
DAS
89
Dynamic Advisor Solutions
Arizona
$3.45M
COCM
90
Charter Oak Capital Management
New Hampshire
$3.43M
BCI
91
Brinker Capital Investments
Pennsylvania
$3.3M
BMC
92
Bear Mountain Capital
Washington
$3.26M
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$3.26M
JFA
94
JNBA Financial Advisors
Minnesota
$3.24M
UCFA
95
United Capital Financial Advisors
Texas
$3.2M
RFA
96
RTD Financial Advisors
Pennsylvania
$3.2M
CWA
97
Crux Wealth Advisors
California
$3.19M
SRWM
98
Shira Ridge Wealth Management
California
$3.18M
TC
99
Trilogy Capital
California
$2.88M
OFG
100
Omega Financial Group
California
$2.82M