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iShares ESG Aware US Aggregate Bond ETF

412 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sanctuary Advisors
Indiana
$1.33M -$391K -8,340 -23%
G
152
GenTrust
Florida
$1.33M +$285K +6,085 +28%
CWA
153
Crux Wealth Advisors
California
$1.33M +$193K +4,128 +17%
WFAG
154
Wescott Financial Advisory Group
Pennsylvania
$1.31M +$99.9K +2,131 +8%
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$1.31M -$250K -5,333 -16%
DAS
156
Diversify Advisory Services
Utah
$1.22M +$444K +9,467 +58%
VFA
157
Valeo Financial Advisors
Indiana
$1.19M +$147K +3,144 +14%
AWM
158
Aprio Wealth Management
Georgia
$1.18M +$43.3K +923 +4%
MA
159
Mutual Advisors
Nebraska
$1.15M -$366K -7,803 -24%
AL
160
Aspiriant LLC
California
$1.15M -$101K -2,154 -8%
CWM
161
Cornerstone Wealth Management
Missouri
$1.13M -$5.25K -112 -0.5%
SCM
162
Stonehearth Capital Management
Massachusetts
$1.13M -$59.2K -1,263 -5%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1.11M -$241K -5,135 -18%
CFG
164
Citizens Financial Group
Rhode Island
$1.09M +$207K +4,407 +24%
IWC
165
Integrated Wealth Concepts
Massachusetts
$1.08M +$216K +4,608 +25%
AWM
166
Axxcess Wealth Management
California
$1.08M -$22.5K -480 -2%
GWM
167
Grand Wealth Management
Michigan
$1.05M -$4.83K -103 -0.5%
FFA
168
Farther Finance Advisors
California
$1.04M +$546K +11,647 +113%
VHAM
169
Van Hulzen Asset Management
California
$1.04M +$656 +14 +0.1%
TPCW
170
TD Private Client Wealth
New York
$1.03M -$283K -6,046 -22%
SP
171
Symmetry Partners
Connecticut
$1.03M
PA
172
PFG Advisors
Arizona
$1.02M +$1.69K +36 +0.2%
P
173
&Partners
Tennessee
$1.02M +$268K +5,720 +37%
MWG
174
Martin Worley Group
Utah
$995K +$982K +20,959 New
NRI
175
NFP Retirement Inc
California
$992K -$367K -7,821 -27%