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iShares ESG Aware US Aggregate Bond ETF

409 hedge funds and large institutions have $3.44B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 225 increasing their positions, 97 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:

1% less funds holding

Funds holding: 412409 (-3)

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
409
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
OFG
101
Omega Financial Group
California
$2.82M
Stifel Financial
102
Stifel Financial
Missouri
$2.71M
BRIA
103
Balanced Rock Investment Advisors
Massachusetts
$2.69M
RCS
104
Retirement Capital Strategies
California
$2.69M
MCWS
105
McKinley Carter Wealth Services
West Virginia
$2.68M
SPIA
106
Steward Partners Investment Advisory
New York
$2.67M
NCM
107
Neumann Capital Management
California
$2.66M
MCFP
108
Mallini Complete Financial Planning
Florida
$2.61M
EFM
109
Eley Financial Management
Vermont
$2.55M
ICCON
110
Investment Counsel Company of Nevada
Nevada
$2.51M
PSA
111
Plum Street Advisors
Louisiana
$2.51M
DE
112
Diversified Enterprises
Delaware
$2.49M
MWM
113
Modera Wealth Management
New Jersey
$2.43M
GEM
114
Global Endowment Management
North Carolina
$2.31M
CFIA
115
Cantor Fitzgerald Investment Advisors
New York
$2.19M
CFFP
116
Center for Financial Planning
Michigan
$2.11M
BWG
117
Beta Wealth Group
California
$2.1M
BFP
118
Brewster Financial Planning
New York
$2.09M
Corient Private Wealth
119
Corient Private Wealth
Florida
$2.05M
GM
120
GeoWealth Management
Illinois
$2.05M
IWA
121
Invera Wealth Advisors
Oregon
$2.05M
FG
122
Foster Group
Iowa
$2.04M
PA
123
Planning Alternatives
Michigan
$2M
FPCP
124
Fort Point Capital Partners
California
$2M
NRI
125
NFP Retirement Inc
California
$2M