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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
SAG
76
SageView Advisory Group
California
$4.34M
OIA
77
OneDigital Investment Advisors
Kansas
$4.15M
NA
78
NewEdge Advisors
Louisiana
$4.11M
EH
79
Equitable Holdings
New York
$4.1M
HGWM
80
Horst & Graben Wealth Management
Oregon
$4.08M
BC
81
Brio Consultants
California
$3.97M
APW
82
Atlantic Private Wealth
North Carolina
$3.96M
WA
83
Westfuller Advisors
New York
$3.86M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.84M
Creative Planning
85
Creative Planning
Kansas
$3.79M
NL
86
NEPC LLC
Massachusetts
$3.77M
SPA
87
Sentinel Pension Advisors
Massachusetts
$3.73M
WA
88
Wealth Architects
California
$3.62M
LRWA
89
Long Run Wealth Advisors
New York
$3.62M
SHJ
90
Sharkey, Howes & Javer
Colorado
$3.48M
DAS
91
Dynamic Advisor Solutions
Arizona
$3.45M
COCM
92
Charter Oak Capital Management
New Hampshire
$3.43M
BCI
93
Brinker Capital Investments
Pennsylvania
$3.3M
BMC
94
Bear Mountain Capital
Washington
$3.26M
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.26M
JFA
96
JNBA Financial Advisors
Minnesota
$3.24M
UCFA
97
United Capital Financial Advisors
Texas
$3.2M
RFA
98
RTD Financial Advisors
Pennsylvania
$3.2M
CWA
99
Crux Wealth Advisors
California
$3.19M
SRWM
100
Shira Ridge Wealth Management
California
$3.18M