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iShares ESG Aware US Aggregate Bond ETF

417 hedge funds and large institutions have $3.45B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 227 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

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
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
126
Rossby Financial
Florida
$1.99M +$603K +12,693 +44%
BWL
127
Bogart Wealth LLC
Virginia
$1.99M +$111K +2,341 +6%
AIA
128
Ally Invest Advisors
North Carolina
$1.95M +$81.6K +1,717 +4%
GI
129
Gradient Investments
Minnesota
$1.95M -$234K -4,931 -11%
CI
130
CX Institutional
Indiana
$1.94M +$50.1K +1,054 +3%
BCM
131
Brookstone Capital Management
Illinois
$1.92M +$168K +3,537 +10%
TWP
132
Tempus Wealth Planning
California
$1.88M +$40.8K +859 +2%
FFA
133
Farther Finance Advisors
California
$1.83M +$692K +14,557 +62%
WWA
134
Wingate Wealth Advisors
Massachusetts
$1.82M +$215K +4,530 +14%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.78M -$71.3K -1,500 -4%
PWM
136
Perigon Wealth Management
California
$1.75M -$9.03K -190 -0.5%
SA
137
Sanctuary Advisors
Indiana
$1.73M +$219K +4,610 +15%
WFAG
138
Wescott Financial Advisory Group
Pennsylvania
$1.72M +$117K +2,465 +7%
BAAM
139
Baker Avenue Asset Management
California
$1.71M +$105K +2,218 +7%
ISFAN
140
Investor's Fiduciary Advisor Network
Washington
$1.67M -$142K -2,984 -8%
MGIA
141
Moneta Group Investment Advisors
Missouri
$1.66M +$194K +4,078 +13%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$1.65M +$49.1K +1,032 +3%
ODIJL
143
One Day In July LLC
Vermont
$1.63M +$31.5K +662 +2%
P
144
&Partners
Tennessee
$1.61M +$535K +11,256 +51%
SFA
145
Sequoia Financial Advisors
Ohio
$1.58M +$1.08M +22,662 +222%
CWM
146
Cranbrook Wealth Management
Michigan
$1.58M +$111K +2,345 +8%
IWC
147
Integrated Wealth Concepts
Massachusetts
$1.57M +$86.9K +1,828 +6%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$1.57M +$193K +4,065 +14%
MFG
149
Merit Financial Group
Georgia
$1.53M +$233K +4,908 +18%
FTUS
150
Flow Traders U.S.
New York
$1.53M +$1.52M +31,923 New