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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
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
BWL
126
Bogart Wealth LLC
Virginia
$1.99M
AIA
127
Ally Invest Advisors
North Carolina
$1.95M
GI
128
Gradient Investments
Minnesota
$1.95M
CI
129
CX Institutional
Indiana
$1.94M
BCM
130
Brookstone Capital Management
Illinois
$1.92M
TWP
131
Tempus Wealth Planning
California
$1.88M
FFA
132
Farther Finance Advisors
California
$1.83M
WWA
133
Wingate Wealth Advisors
Massachusetts
$1.82M
PHIC
134
Pine Haven Investment Counsel
Massachusetts
$1.78M
PWM
135
Perigon Wealth Management
California
$1.75M
WFAG
136
Wescott Financial Advisory Group
Pennsylvania
$1.72M
BAAM
137
Baker Avenue Asset Management
California
$1.71M
ISFAN
138
Investor's Fiduciary Advisor Network
Washington
$1.67M
MGIA
139
Moneta Group Investment Advisors
Missouri
$1.66M
BCWM
140
Bartlett & Co Wealth Management
Ohio
$1.65M
ODIJL
141
One Day In July LLC
Vermont
$1.63M
P
142
&Partners
Tennessee
$1.61M
SFA
143
Sequoia Financial Advisors
Ohio
$1.58M
CWM
144
Cranbrook Wealth Management
Michigan
$1.58M
IWC
145
Integrated Wealth Concepts
Massachusetts
$1.57M
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$1.57M
MFG
147
Merit Financial Group
Georgia
$1.53M
FTUS
148
Flow Traders U.S.
New York
$1.53M
G
149
GenTrust
Florida
$1.47M
ABWM
150
Alpine Bank Wealth Management
Colorado
$1.47M