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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 %
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$999K +$404K +8,506 +68%
NRI
177
NFP Retirement Inc
California
$993K -$48 -1 -0%
CA
178
Clearstead Advisors
Ohio
$978K
EWA
179
EverSource Wealth Advisors
Alabama
$964K +$39.4K +828 +4%
LIA
180
LifePlan Investment Advisors
North Carolina
$963K +$65.7K +1,383 +7%
TCOT
181
Trust Company of Toledo
Ohio
$961K +$961K +20,213 New
TF
182
Theory Financial
Colorado
$950K +$169K +3,574 +22%
SW
183
SoFi Wealth
California
$935K +$379K +7,979 +68%
RA
184
RFG Advisory
Alabama
$934K -$43.1K -906 -4%
SOAG
185
Silver Oak Advisory Group
Oregon
$914K +$221K +4,652 +32%
AG
186
AlTi Global
New York
$901K -$27.1K -570 -3%
EFG
187
Elios Financial Group
Ohio
$872K +$316K +6,645 +57%
MOS
188
MGO One Seven
Ohio
$838K +$20.9K +440 +3%
PA
189
Parallel Advisors
California
$822K +$133K +2,804 +19%
LRIA
190
Leonard Rickey Investment Advisors
Washington
$820K -$73.2K -1,540 -8%
CPRC
191
Consolidated Portfolio Review Corp
New York
$817K +$11.9K +250 +1%
GAM
192
Gould Asset Management
California
$814K +$951 +20 +0.1%
KL
193
KilterHowling LLC
Colorado
$813K +$2.71K +57 +0.3%
DC
194
Davenport & Co
Virginia
$812K -$25.2K -531 -3%
OPWM
195
Oregon Pacific Wealth Management
Oregon
$807K -$18.1K -380 -2%
AG
196
Ascent Group
Virginia
$804K +$11.5K +242 +1%
HFA
197
Highland Financial Advisors
New Jersey
$799K +$471K +9,915 +144%
ST
198
Spinnaker Trust
Maine
$780K +$30.6K +644 +4%
NCTC
199
New Covenant Trust Company
Indiana
$776K
APW
200
Austin Private Wealth
Texas
$775K +$95.5K +2,008 +14%