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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
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
Stifel Financial
101
Stifel Financial
Missouri
$2.71M
BRIA
102
Balanced Rock Investment Advisors
Massachusetts
$2.69M
RCS
103
Retirement Capital Strategies
California
$2.69M
MCWS
104
McKinley Carter Wealth Services
West Virginia
$2.68M
SPIA
105
Steward Partners Investment Advisory
New York
$2.67M
NCM
106
Neumann Capital Management
California
$2.66M
MCFP
107
Mallini Complete Financial Planning
Florida
$2.61M
EFM
108
Eley Financial Management
Vermont
$2.55M
ICCON
109
Investment Counsel Company of Nevada
Nevada
$2.51M
PSA
110
Plum Street Advisors
Louisiana
$2.51M
DE
111
Diversified Enterprises
Delaware
$2.49M
MWM
112
Modera Wealth Management
New Jersey
$2.43M
GEM
113
Global Endowment Management
North Carolina
$2.31M
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$2.19M
CFFP
115
Center for Financial Planning
Michigan
$2.11M
BWG
116
Beta Wealth Group
California
$2.1M
BFP
117
Brewster Financial Planning
New York
$2.09M
Corient Private Wealth
118
Corient Private Wealth
Florida
$2.05M
GM
119
GeoWealth Management
Illinois
$2.05M
IWA
120
Invera Wealth Advisors
Oregon
$2.05M
FG
121
Foster Group
Iowa
$2.04M
PA
122
Planning Alternatives
Michigan
$2M
FPCP
123
Fort Point Capital Partners
California
$2M
NRI
124
NFP Retirement Inc
California
$2M
RF
125
Rossby Financial
Florida
$1.99M