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iShares ESG Aware US Aggregate Bond ETF
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Overview Fund Activity

410 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, 197 increasing their positions, 130 reducing their positions, and 28 closing their positions.

Holders
410
Holders Change
–
Holders Change %
0%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
130
Closed
28
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$17.5M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$17.4M
3
Franklin Resources
3
Franklin Resources
California
$16.1M
4
Betterment LLC
4
Betterment LLC
New York
$67.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$366M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$378K
2
BlackRock
2
BlackRock
New York
$57.7M
3
GEM
3
Global Endowment Management
North Carolina
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FPCP
126
Fort Point Capital Partners
California
$1.96M 41,171 +293 +0.7%
LAMNM
127
Longview Asset Management (New Mexico)
New Mexico
$1.89M 39,861 -24,441 -38%
PA
128
Planning Alternatives
Michigan
$1.88M 39,504 -3,748 -9%
CI
129
CX Institutional
Indiana
$1.87M 39,424 +137 +0.3%
PSA
130
Plum Street Advisors
Louisiana
$1.87M 39,285 +3,704 +10%
BWL
131
Bogart Wealth LLC
Virginia
$1.86M 39,062 -1,590 -4%
AIA
132
Ally Invest Advisors
North Carolina
$1.85M 38,978 -2,573 -6%
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$1.84M 38,648 +3,685 +11%
TWP
134
Tempus Wealth Planning
California
$1.82M 38,278 +4,453 +13%
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$1.79M 37,713 -1,358 -3%
CWM
136
Congress Wealth Management
Massachusetts
$1.77M 37,146 +9,032 +32%
PWM
137
Perigon Wealth Management
California
$1.74M 36,612 +123 +0.3%
BCM
138
Brookstone Capital Management
Illinois
$1.73M 36,411 -1,495 -4%
BAAM
139
Baker Avenue Asset Management
California
$1.59M 33,462 -2,522 -7%
WWA
140
Wingate Wealth Advisors
Massachusetts
$1.58M 33,340 -3,985 -11%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$1.58M 33,323 +5,722 +21%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$1.58M 33,281 – –
ODIJL
143
One Day In July LLC
Vermont
$1.58M 33,251 -42 -0.1%
SWG
144
Summit Wealth Group
Vermont
$1.48M 31,060 -457 -1%
ASN
145
Advisory Services Network
Georgia
$1.47M 31,209 +559 +2%
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.47M 30,946 +8,206 +36%
MGIA
147
Moneta Group Investment Advisors
Missouri
$1.45M 30,518 -1,570 -5%
CWM
148
Cranbrook Wealth Management
Michigan
$1.45M 30,506 – –
HSBC Holdings
149
HSBC Holdings
United Kingdom
$1.44M 30,300 -42,100 -58%
AAS
150
Avantax Advisory Services
Texas
$1.44M 30,288 +2,110 +7%
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