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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, 196 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
126
Fort Point Capital Partners
California
$1.96M
LAMNM
127
Longview Asset Management (New Mexico)
New Mexico
$1.89M
PA
128
Planning Alternatives
Michigan
$1.88M
CI
129
CX Institutional
Indiana
$1.87M
PSA
130
Plum Street Advisors
Louisiana
$1.87M
BWL
131
Bogart Wealth LLC
Virginia
$1.86M
AIA
132
Ally Invest Advisors
North Carolina
$1.85M
PHIC
133
Pine Haven Investment Counsel
Massachusetts
$1.84M
TWP
134
Tempus Wealth Planning
California
$1.82M
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$1.79M
CWM
136
Congress Wealth Management
Massachusetts
$1.77M
PWM
137
Perigon Wealth Management
California
$1.74M
BCM
138
Brookstone Capital Management
Illinois
$1.73M
BAAM
139
Baker Avenue Asset Management
California
$1.59M
WWA
140
Wingate Wealth Advisors
Massachusetts
$1.58M
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$1.58M
BCWM
142
Bartlett & Co Wealth Management
Ohio
$1.58M
ODIJL
143
One Day In July LLC
Vermont
$1.58M
SWG
144
Summit Wealth Group
Vermont
$1.48M
ASN
145
Advisory Services Network
Georgia
$1.47M
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.47M
MGIA
147
Moneta Group Investment Advisors
Missouri
$1.45M
CWM
148
Cranbrook Wealth Management
Michigan
$1.45M
HSBC Holdings
149
HSBC Holdings
United Kingdom
$1.44M
AAS
150
Avantax Advisory Services
Texas
$1.44M