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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
SAG
76
SageView Advisory Group
California
$4.34M +$284K +5,978 +7%
OIA
77
OneDigital Investment Advisors
Kansas
$4.15M -$532K -11,185 -11%
NA
78
NewEdge Advisors
Louisiana
$4.11M +$378K +7,941 +10%
EH
79
Equitable Holdings
New York
$4.1M +$211K +4,431 +5%
HGWM
80
Horst & Graben Wealth Management
Oregon
$4.08M -$102K -2,154 -2%
BC
81
Brio Consultants
California
$3.97M +$313K +6,577 +9%
APW
82
Atlantic Private Wealth
North Carolina
$3.96M -$84.4K -1,776 -2%
WA
83
Westfuller Advisors
New York
$3.86M -$3.81M -80,232 -50%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.84M +$835K +17,571 +28%
Creative Planning
85
Creative Planning
Kansas
$3.79M -$666 -14 -0%
NL
86
NEPC LLC
Massachusetts
$3.77M
SPA
87
Sentinel Pension Advisors
Massachusetts
$3.73M +$907K +19,085 +33%
WA
88
Wealth Architects
California
$3.62M +$664K +13,960 +23%
LRWA
89
Long Run Wealth Advisors
New York
$3.62M +$226K +4,745 +7%
SHJ
90
Sharkey, Howes & Javer
Colorado
$3.48M -$30.3K -638 -0.9%
DAS
91
Dynamic Advisor Solutions
Arizona
$3.45M -$26.3K -553 -0.8%
COCM
92
Charter Oak Capital Management
New Hampshire
$3.43M +$179K +3,759 +6%
BCI
93
Brinker Capital Investments
Pennsylvania
$3.3M +$276K +5,806 +9%
BMC
94
Bear Mountain Capital
Washington
$3.26M +$226K +4,755 +8%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.26M +$187K +3,931 +6%
JFA
96
JNBA Financial Advisors
Minnesota
$3.24M +$63.1K +1,327 +2%
UCFA
97
United Capital Financial Advisors
Texas
$3.2M -$95.1K -2,000 -3%
RFA
98
RTD Financial Advisors
Pennsylvania
$3.2M +$30K +631 +1%
CWA
99
Crux Wealth Advisors
California
$3.19M +$144K +3,032 +5%
SRWM
100
Shira Ridge Wealth Management
California
$3.18M -$928K -19,511 -23%