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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 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

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
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
G
151
GenTrust
Florida
$1.47M +$141K +2,960 +11%
ABWM
152
Alpine Bank Wealth Management
Colorado
$1.47M +$434K +9,120 +42%
ASN
153
Advisory Services Network
Georgia
$1.46M -$34.8K -731 -2%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.46M
SWG
155
Summit Wealth Group
Vermont
$1.44M -$46.9K -987 -3%
MWM
156
Mission Wealth Management
California
$1.44M +$1.42M +29,954 New
HI
157
Harbour Investments
Wisconsin
$1.39M +$44.2K +929 +3%
FEG
158
Fund Evaluation Group
Ohio
$1.28M
TCOT
159
Trust Company of Toledo
Ohio
$1.27M +$300K +6,318 +31%
SW
160
SoFi Wealth
California
$1.25M +$298K +6,274 +32%
SAI
161
Savvy Advisors Inc
New York
$1.23M -$82K -1,725 -6%
CPCM
162
Cardinal Point Capital Management
Ontario, Canada
$1.21M +$93.4K +1,964 +8%
SP
163
Symmetry Partners
Connecticut
$1.2M +$157K +3,296 +15%
CWM
164
Cornerstone Wealth Management
Missouri
$1.19M +$1.38K +29 +0.1%
SCM
165
Stonehearth Capital Management
Massachusetts
$1.18M +$30.7K +645 +3%
FWIA
166
Fort Washington Investment Advisors
Ohio
$1.17M
GWM
167
Grand Wealth Management
Michigan
$1.17M +$85.9K +1,806 +8%
AL
168
Aspiriant LLC
California
$1.16M
VFA
169
Valeo Financial Advisors
Indiana
$1.16M +$10.8K +227 +0.9%
CFG
170
Citizens Financial Group
Rhode Island
$1.14M +$50.7K +1,067 +5%
KAS
171
Kestra Advisory Services
Texas
$1.07M +$347K +7,292 +48%
AWM
172
Aprio Wealth Management
Georgia
$1.07M -$41.8K -880 -4%
PA
173
PFG Advisors
Arizona
$1.06M -$20.4K -429 -2%
VHAM
174
Van Hulzen Asset Management
California
$1.05M +$1.05K +22 +0.1%
FFN
175
Focus Financial Network
Minnesota
$1.05M +$487K +10,244 +89%