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iShares ESG Aware US Aggregate Bond ETF

412 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 42 funds opening new positions, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
101
Sentinel Pension Advisors
Massachusetts
$2.75M +$64K +1,366 +2%
TC
102
Trilogy Capital
California
$2.74M -$189K -4,025 -7%
SPIA
103
Steward Partners Investment Advisory
New York
$2.68M -$976K -20,832 -27%
GI
104
Gradient Investments
Minnesota
$2.61M -$197K -4,199 -7%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$2.61M +$2.57M +54,884 New
Stifel Financial
106
Stifel Financial
Missouri
$2.55M +$175K +3,743 +7%
EWA
107
EP Wealth Advisors
California
$2.53M -$149K -3,175 -6%
EFM
108
Eley Financial Management
Vermont
$2.53M +$119K +2,537 +5%
CFIA
109
Cantor Fitzgerald Investment Advisors
New York
$2.41M -$416K -8,885 -15%
WA
110
Wealth Architects
California
$2.41M +$487K +10,390 +26%
MWM
111
Modera Wealth Management
New Jersey
$2.4M +$22K +470 +0.9%
FWIA
112
Fort Washington Investment Advisors
Ohio
$2.39M -$1.21M -25,790 -34%
ICCON
113
Investment Counsel Company of Nevada
Nevada
$2.32M +$14.5K +309 +0.6%
Corient Private Wealth
114
Corient Private Wealth
Florida
$2.25M -$295K -6,284 -12%
CFFP
115
Center for Financial Planning
Michigan
$2.21M +$101K +2,150 +5%
RCS
116
Retirement Capital Strategies
California
$2.16M +$1.58M +33,737 +289%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.12M +$591K +12,605 +39%
FG
118
Foster Group
Iowa
$2.1M +$19.7K +421 +1%
BFP
119
Brewster Financial Planning
New York
$2.06M +$25.3K +540 +1%
PA
120
Planning Alternatives
Michigan
$2.05M +$416K +8,869 +26%
BMD
121
Better Money Decisions
New Mexico
$2.05M +$164K +3,509 +9%
MCFP
122
Mallini Complete Financial Planning
Florida
$2M -$601K -12,832 -23%
AIA
123
Ally Invest Advisors
North Carolina
$1.97M -$67K -1,430 -3%
FPCP
124
Fort Point Capital Partners
California
$1.94M +$8.58K +183 +0.4%
BWL
125
Bogart Wealth LLC
Virginia
$1.93M -$984 -21 -0.1%