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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
CI
126
CX Institutional
Indiana
$1.86M +$996K +21,256 +118%
ISFAN
127
Investor's Fiduciary Advisor Network
Washington
$1.85M -$937 -20 -0.1%
IWA
128
Invera Wealth Advisors
Oregon
$1.85M +$126K +2,696 +7%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.85M +$431K +9,198 +31%
Franklin Resources
130
Franklin Resources
California
$1.82M +$1.02M +21,827 +133%
BCM
131
Brookstone Capital Management
Illinois
$1.8M -$51.2K -1,092 -3%
WWA
132
Wingate Wealth Advisors
Massachusetts
$1.77M -$34K -726 -2%
PWM
133
Perigon Wealth Management
California
$1.73M +$526K +11,213 +44%
BAAM
134
Baker Avenue Asset Management
California
$1.71M +$141K +3,004 +9%
PSA
135
Plum Street Advisors
Louisiana
$1.69M +$34.2K +730 +2%
PHIC
136
Pine Haven Investment Counsel
Massachusetts
$1.66M +$154K +3,283 +10%
TWP
137
Tempus Wealth Planning
California
$1.61M +$177K +3,770 +13%
ODIJL
138
One Day In July LLC
Vermont
$1.58M +$66.6K +1,420 +4%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$1.58M -$51.6K -1,100 -3%
MGIA
140
Moneta Group Investment Advisors
Missouri
$1.52M +$349K +7,441 +30%
SWG
141
Summit Wealth Group
Vermont
$1.5M +$33.8K +722 +2%
GM
142
GeoWealth Management
Illinois
$1.46M +$702K +14,984 +95%
HI
143
Harbour Investments
Wisconsin
$1.46M +$251K +5,362 +21%
ASN
144
Advisory Services Network
Georgia
$1.46M +$80.4K +1,716 +6%
CWM
145
Cranbrook Wealth Management
Michigan
$1.45M +$30.7K +656 +2%
CF
146
Cantor Fitzgerald
New York
$1.42M +$1.41M +30,000 New
DE
147
Diversified Enterprises
Delaware
$1.42M +$589K +12,563 +72%
NCM
148
Neumann Capital Management
California
$1.39M +$11.2K +240 +0.8%
AAS
149
Avantax Advisory Services
Texas
$1.34M +$274K +5,839 +26%
CWM
150
Congress Wealth Management
Massachusetts
$1.33M +$216K +4,601 +20%