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iShares ESG Aware US Aggregate Bond ETF

411 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, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% 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
131
Closed
29
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
126
Fort Point Capital Partners
California
$1.96M +$13.9K +293 +0.7%
LAMNM
127
Longview Asset Management (New Mexico)
New Mexico
$1.89M -$1.16M -24,441 -38%
PA
128
Planning Alternatives
Michigan
$1.88M -$178K -3,748 -9%
CI
129
CX Institutional
Indiana
$1.87M +$6.51K +137 +0.3%
PSA
130
Plum Street Advisors
Louisiana
$1.87M +$176K +3,704 +10%
BWL
131
Bogart Wealth LLC
Virginia
$1.86M -$75.6K -1,590 -4%
AIA
132
Ally Invest Advisors
North Carolina
$1.85M -$122K -2,573 -6%
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$1.84M +$175K +3,685 +11%
TWP
134
Tempus Wealth Planning
California
$1.82M +$212K +4,453 +13%
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$1.79M -$64.5K -1,358 -3%
CWM
136
Congress Wealth Management
Massachusetts
$1.77M +$429K +9,032 +32%
PWM
137
Perigon Wealth Management
California
$1.74M +$5.85K +123 +0.3%
BCM
138
Brookstone Capital Management
Illinois
$1.73M -$71.1K -1,495 -4%
BAAM
139
Baker Avenue Asset Management
California
$1.59M -$120K -2,522 -7%
WWA
140
Wingate Wealth Advisors
Massachusetts
$1.58M -$189K -3,985 -11%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$1.58M +$272K +5,722 +21%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$1.58M
ODIJL
143
One Day In July LLC
Vermont
$1.58M -$2K -42 -0.1%
SWG
144
Summit Wealth Group
Vermont
$1.48M -$21.7K -457 -1%
ASN
145
Advisory Services Network
Georgia
$1.47M +$26.4K +559 +2%
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.47M +$390K +8,206 +36%
MGIA
147
Moneta Group Investment Advisors
Missouri
$1.45M -$74.6K -1,570 -5%
CWM
148
Cranbrook Wealth Management
Michigan
$1.45M
HSBC Holdings
149
HSBC Holdings
United Kingdom
$1.44M -$2M -42,100 -58%
AAS
150
Avantax Advisory Services
Texas
$1.44M +$100K +2,110 +7%