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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 %
RF
151
Rossby Financial
Florida
$1.37M +$721K +15,156 +112%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$1.36M +$53.3K +1,121 +4%
HI
153
Harbour Investments
Wisconsin
$1.34M -$126K -2,640 -9%
G
154
GenTrust
Florida
$1.32M -$16.4K -345 -1%
SAI
155
Savvy Advisors Inc
New York
$1.3M +$759K +15,957 +140%
MFG
156
Merit Financial Group
Georgia
$1.29M +$383K +8,058 +42%
FEG
157
Fund Evaluation Group
Ohio
$1.26M +$1.26M +26,546 New
CWM
158
Cornerstone Wealth Management
Missouri
$1.17M +$41.8K +879 +4%
FWIA
159
Fort Washington Investment Advisors
Ohio
$1.16M -$1.23M -25,918 -51%
AL
160
Aspiriant LLC
California
$1.15M
VFA
161
Valeo Financial Advisors
Indiana
$1.14M -$56.2K -1,183 -5%
SCM
162
Stonehearth Capital Management
Massachusetts
$1.13M +$5.23K +110 +0.5%
MA
163
Mutual Advisors
Nebraska
$1.13M -$16.1K -342 -1%
FFA
164
Farther Finance Advisors
California
$1.12M +$76.4K +1,607 +7%
CPCM
165
Cardinal Point Capital Management
Ontario, Canada
$1.1M +$227K +4,770 +26%
AWM
166
Aprio Wealth Management
Georgia
$1.1M -$87.8K -1,847 -7%
CFG
167
Citizens Financial Group
Rhode Island
$1.07M -$19.8K -417 -2%
GWM
168
Grand Wealth Management
Michigan
$1.07M +$13.3K +280 +1%
PA
169
PFG Advisors
Arizona
$1.07M +$40.9K +860 +4%
P
170
&Partners
Tennessee
$1.06M +$44.8K +935 +4%
VHAM
171
Van Hulzen Asset Management
California
$1.04M -$5.13K -108 -0.5%
MWG
172
Martin Worley Group
Utah
$1.03M +$35.9K +756 +4%
SP
173
Symmetry Partners
Connecticut
$1.03M -$143 -3 -0%
TPCW
174
TD Private Client Wealth
New York
$1.02M -$9.65K -203 -0.9%
ABWM
175
Alpine Bank Wealth Management
Colorado
$1.02M +$75.1K +1,579 +8%