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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
TC
101
Trilogy Capital
California
$2.88M
OFG
102
Omega Financial Group
California
$2.82M
Stifel Financial
103
Stifel Financial
Missouri
$2.71M
BRIA
104
Balanced Rock Investment Advisors
Massachusetts
$2.69M
RCS
105
Retirement Capital Strategies
California
$2.69M
MCWS
106
McKinley Carter Wealth Services
West Virginia
$2.68M
SPIA
107
Steward Partners Investment Advisory
New York
$2.67M
NCM
108
Neumann Capital Management
California
$2.66M
MCFP
109
Mallini Complete Financial Planning
Florida
$2.61M
EFM
110
Eley Financial Management
Vermont
$2.55M
ICCON
111
Investment Counsel Company of Nevada
Nevada
$2.51M
PSA
112
Plum Street Advisors
Louisiana
$2.51M
DE
113
Diversified Enterprises
Delaware
$2.49M
MWM
114
Modera Wealth Management
New Jersey
$2.43M
GEM
115
Global Endowment Management
North Carolina
$2.31M
CFIA
116
Cantor Fitzgerald Investment Advisors
New York
$2.19M
CFFP
117
Center for Financial Planning
Michigan
$2.11M
BWG
118
Beta Wealth Group
California
$2.1M
BFP
119
Brewster Financial Planning
New York
$2.09M
Corient Private Wealth
120
Corient Private Wealth
Florida
$2.05M
GM
121
GeoWealth Management
Illinois
$2.05M
IWA
122
Invera Wealth Advisors
Oregon
$2.05M
FG
123
Foster Group
Iowa
$2.04M
PA
124
Planning Alternatives
Michigan
$2M
FPCP
125
Fort Point Capital Partners
California
$2M