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iShares ESG Aware US Aggregate Bond ETF

412 hedge funds and large institutions have $3.28B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 198 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
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
JP Morgan Chase
JP Morgan Chase
New York
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
126
Fort Point Capital Partners
California
$1.96M
IWA
127
Invera Wealth Advisors
Oregon
$1.94M
LAMNM
128
Longview Asset Management (New Mexico)
New Mexico
$1.89M
PA
129
Planning Alternatives
Michigan
$1.88M
CI
130
CX Institutional
Indiana
$1.87M
PSA
131
Plum Street Advisors
Louisiana
$1.87M
BWL
132
Bogart Wealth LLC
Virginia
$1.86M
AIA
133
Ally Invest Advisors
North Carolina
$1.85M
PHIC
134
Pine Haven Investment Counsel
Massachusetts
$1.84M
TWP
135
Tempus Wealth Planning
California
$1.82M
ISFAN
136
Investor's Fiduciary Advisor Network
Washington
$1.79M
CWM
137
Congress Wealth Management
Massachusetts
$1.77M
PWM
138
Perigon Wealth Management
California
$1.74M
BCM
139
Brookstone Capital Management
Illinois
$1.73M
BAAM
140
Baker Avenue Asset Management
California
$1.59M
WWA
141
Wingate Wealth Advisors
Massachusetts
$1.58M
WFAG
142
Wescott Financial Advisory Group
Pennsylvania
$1.58M
BCWM
143
Bartlett & Co Wealth Management
Ohio
$1.58M
ODIJL
144
One Day In July LLC
Vermont
$1.58M
SWG
145
Summit Wealth Group
Vermont
$1.48M
ASN
146
Advisory Services Network
Georgia
$1.47M
IWC
147
Integrated Wealth Concepts
Massachusetts
$1.47M
MGIA
148
Moneta Group Investment Advisors
Missouri
$1.45M
CWM
149
Cranbrook Wealth Management
Michigan
$1.45M
HSBC Holdings
150
HSBC Holdings
United Kingdom
$1.44M