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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 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: $ → $

more funds holding

Funds holding:

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
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
G
151
GenTrust
Florida
$1.47M
ABWM
152
Alpine Bank Wealth Management
Colorado
$1.47M
ASN
153
Advisory Services Network
Georgia
$1.46M
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.46M
SWG
155
Summit Wealth Group
Vermont
$1.44M
MWM
156
Mission Wealth Management
California
$1.44M
HI
157
Harbour Investments
Wisconsin
$1.39M
FEG
158
Fund Evaluation Group
Ohio
$1.28M
TCOT
159
Trust Company of Toledo
Ohio
$1.27M
SW
160
SoFi Wealth
California
$1.25M
SAI
161
Savvy Advisors Inc
New York
$1.23M
CPCM
162
Cardinal Point Capital Management
Ontario, Canada
$1.21M
SP
163
Symmetry Partners
Connecticut
$1.2M
CWM
164
Cornerstone Wealth Management
Missouri
$1.19M
SCM
165
Stonehearth Capital Management
Massachusetts
$1.18M
FWIA
166
Fort Washington Investment Advisors
Ohio
$1.17M
GWM
167
Grand Wealth Management
Michigan
$1.17M
AL
168
Aspiriant LLC
California
$1.16M
VFA
169
Valeo Financial Advisors
Indiana
$1.16M
CFG
170
Citizens Financial Group
Rhode Island
$1.14M
KAS
171
Kestra Advisory Services
Texas
$1.07M
AWM
172
Aprio Wealth Management
Georgia
$1.07M
PA
173
PFG Advisors
Arizona
$1.06M
VHAM
174
Van Hulzen Asset Management
California
$1.05M
FFN
175
Focus Financial Network
Minnesota
$1.05M