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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
CA
176
Clearstead Advisors
Ohio
$976K +$317K +6,772 +49%
RA
177
RFG Advisory
Alabama
$976K +$147K +3,130 +18%
FF
178
Friedenthal Financial
New Jersey
$963K +$24.2K +517 +3%
ABWM
179
Alpine Bank Wealth Management
Colorado
$947K +$935K +19,947 New
AG
180
AlTi Global
New York
$927K
EWA
181
EverSource Wealth Advisors
Alabama
$923K +$207K +4,418 +29%
MFG
182
Merit Financial Group
Georgia
$901K +$890K +18,978 New
LIA
183
LifePlan Investment Advisors
North Carolina
$896K +$336K +7,160 +61%
FFN
184
Focus Financial Network
Minnesota
$888K +$281K +6,005 +47%
AWM
185
Ariadne Wealth Management
California
$884K +$27.2K +580 +3%
LRIA
186
Leonard Rickey Investment Advisors
Washington
$879K -$3.84K -82 -0.4%
CPCM
187
Cardinal Point Capital Management
Ontario, Canada
$873K +$14.8K +315 +2%
AWM
188
Ameliora Wealth Management
Switzerland
$855K
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$848K +$323K +6,884 +63%
DC
190
Davenport & Co
Virginia
$836K +$7.92K +169 +1%
OPWM
191
Oregon Pacific Wealth Management
Oregon
$824K +$188K +4,004 +30%
MOS
192
MGO One Seven
Ohio
$816K +$215K +4,597 +37%
GAM
193
Gould Asset Management
California
$812K +$87.5K +1,867 +12%
CPRC
194
Consolidated Portfolio Review Corp
New York
$804K -$23.7K -505 -3%
KL
195
KilterHowling LLC
Colorado
$798K -$45.4K -968 -5%
AG
196
Ascent Group
Virginia
$791K +$414K +8,842 +113%
TF
197
Theory Financial
Colorado
$785K +$189K +4,022 +32%
RIS
198
Retirement Income Solutions
Michigan
$777K +$33.1K +707 +4%
NCTC
199
New Covenant Trust Company
Indiana
$776K
WWA
200
WCG Wealth Advisors
Nevada
$776K -$33.2K -708 -4%