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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
TPCW
176
TD Private Client Wealth
New York
$1.02M -$14.7K -310 -1%
EWA
177
EverSource Wealth Advisors
Alabama
$1.01M +$36.5K +767 +4%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$1.01M
RA
179
RFG Advisory
Alabama
$1.01M +$60.6K +1,275 +6%
NRI
180
NFP Retirement Inc
California
$1M
CA
181
Clearstead Advisors
Ohio
$988K
TF
182
Theory Financial
Colorado
$968K -$4.99K -105 -0.5%
LIA
183
LifePlan Investment Advisors
North Carolina
$966K -$6.23K -131 -0.6%
FWP
184
Falcon Wealth Planning
California
$962K +$266K +5,591 +39%
SOAG
185
Silver Oak Advisory Group
Oregon
$922K -$903 -19 -0.1%
AG
186
AlTi Global
New York
$910K
LRIA
187
Leonard Rickey Investment Advisors
Washington
$848K +$19.6K +412 +2%
NCTC
188
New Covenant Trust Company
Indiana
$846K +$58.3K +1,226 +7%
KL
189
KilterHowling LLC
Colorado
$842K +$20.2K +424 +2%
AFG
190
Atomi Financial Group
New York
$841K +$494K +10,396 +146%
ST
191
Spinnaker Trust
Maine
$841K +$52.2K +1,098 +7%
AG
192
Ascent Group
Virginia
$835K +$23.2K +488 +3%
B
193
Barings
North Carolina
$831K -$2.07M -43,599 -72%
CPRC
194
Consolidated Portfolio Review Corp
New York
$824K -$1.47K -31 -0.2%
DC
195
Davenport & Co
Virginia
$820K
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$820K +$42.1K +886 +5%
GAM
197
Gould Asset Management
California
$806K -$16.4K -345 -2%
OPWM
198
Oregon Pacific Wealth Management
Oregon
$799K -$16.5K -347 -2%
TC
199
Trust Company
Kansas
$775K +$79.3K +1,668 +12%
AB
200
ANB Bank
Colorado
$774K -$95 -2 -0%