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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
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
ASN
151
Advisory Services Network
Georgia
$1.46M
HSBC Holdings
152
HSBC Holdings
United Kingdom
$1.46M
SWG
153
Summit Wealth Group
Vermont
$1.44M
MWM
154
Mission Wealth Management
California
$1.44M
HI
155
Harbour Investments
Wisconsin
$1.39M
FEG
156
Fund Evaluation Group
Ohio
$1.28M
TCOT
157
Trust Company of Toledo
Ohio
$1.27M
SW
158
SoFi Wealth
California
$1.25M
SAI
159
Savvy Advisors Inc
New York
$1.23M
CPCM
160
Cardinal Point Capital Management
Ontario, Canada
$1.21M
SP
161
Symmetry Partners
Connecticut
$1.2M
CWM
162
Cornerstone Wealth Management
Missouri
$1.19M
SCM
163
Stonehearth Capital Management
Massachusetts
$1.18M
FWIA
164
Fort Washington Investment Advisors
Ohio
$1.17M
GWM
165
Grand Wealth Management
Michigan
$1.17M
AL
166
Aspiriant LLC
California
$1.16M
VFA
167
Valeo Financial Advisors
Indiana
$1.16M
CFG
168
Citizens Financial Group
Rhode Island
$1.14M
KAS
169
Kestra Advisory Services
Texas
$1.07M
AWM
170
Aprio Wealth Management
Georgia
$1.07M
PA
171
PFG Advisors
Arizona
$1.06M
VHAM
172
Van Hulzen Asset Management
California
$1.05M
FFN
173
Focus Financial Network
Minnesota
$1.05M
TPCW
174
TD Private Client Wealth
New York
$1.02M
EWA
175
EverSource Wealth Advisors
Alabama
$1.01M