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iShares ESG Aware US Aggregate Bond ETF

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 196 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$504K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.5M
2 +$15.3M
3 +$14.3M
4
Betterment LLC
Betterment LLC
New York
+$13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Omega Financial Group
California
$2.88M
TC
102
Trilogy Capital
California
$2.79M
SPA
103
Sentinel Pension Advisors
Massachusetts
$2.78M
SPIA
104
Steward Partners Investment Advisory
New York
$2.75M
RCS
105
Retirement Capital Strategies
California
$2.68M
EWA
106
EP Wealth Advisors
California
$2.61M
Stifel Financial
107
Stifel Financial
Missouri
$2.61M
MCFP
108
Mallini Complete Financial Planning
Florida
$2.6M
MCWS
109
McKinley Carter Wealth Services
West Virginia
$2.58M
NCM
110
Neumann Capital Management
California
$2.51M
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$2.49M
EFM
112
Eley Financial Management
Vermont
$2.43M
MWM
113
Modera Wealth Management
New Jersey
$2.4M
ICCON
114
Investment Counsel Company of Nevada
Nevada
$2.34M
DE
115
Diversified Enterprises
Delaware
$2.28M
CFFP
116
Center for Financial Planning
Michigan
$2.25M
GI
117
Gradient Investments
Minnesota
$2.17M
BMD
118
Better Money Decisions
New Mexico
$2.14M
BWG
119
Beta Wealth Group
California
$2.13M
BFP
120
Brewster Financial Planning
New York
$2.06M
CFIA
121
Cantor Fitzgerald Investment Advisors
New York
$2.04M
Corient Private Wealth
122
Corient Private Wealth
Florida
$2.01M
AWM
123
Axxcess Wealth Management
California
$2M
FG
124
Foster Group
Iowa
$2M
GM
125
GeoWealth Management
Illinois
$1.96M