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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
AB
201
ANB Bank
Colorado
$759K +$43.4K +926 +6%
PPA
202
Painted Porch Advisors
California
$758K +$47.4K +1,012 +7%
AAM
203
Ameraudi Asset Management
New York
$755K +$274K +5,840 +58%
ST
204
Spinnaker Trust
Maine
$748K +$57.7K +1,231 +8%
ACA
205
Aptus Capital Advisors
Alabama
$740K +$18.2K +388 +3%
DADC
206
D.A. Davidson & Co
Montana
$736K +$1.92K +41 +0.3%
BBA
207
BLB&B Advisors
Pennsylvania
$717K +$58K +1,237 +9%
CB
208
Commerce Bank
Missouri
$704K +$129K +2,745 +23%
SOAG
209
Silver Oak Advisory Group
Oregon
$692K +$412K +8,786 +152%
TC
210
Trust Company
Kansas
$691K -$22K -470 -3%
UB
211
UMB Bank
Missouri
$688K
PA
212
Parallel Advisors
California
$688K -$162K -3,452 -19%
Lido Advisors
213
Lido Advisors
California
$680K +$47.4K +1,012 +8%
APW
214
Austin Private Wealth
Texas
$679K +$166K +3,531 +33%
TWM
215
Tradition Wealth Management
Minnesota
$672K -$77.9K -1,662 -11%
WA
216
Wealthstream Advisors
New York
$663K -$5.06K -108 -0.8%
NCM
217
Novare Capital Management
North Carolina
$662K -$27K -575 -4%
SYBT
218
Stock Yards Bank & Trust
Kentucky
$657K +$85.5K +1,825 +15%
AFA
219
Arlington Financial Advisors
California
$645K +$46K +982 +8%
VWM
220
Venturi Wealth Management
Texas
$644K +$147K +3,145 +30%
RF
221
Rossby Financial
Florida
$642K +$637K +13,589 New
TC
222
TownSquare Capital
Utah
$629K +$15.6K +333 +3%
KAS
223
Kestra Advisory Services
Texas
$627K -$85K -1,813 -12%
AIP
224
Ameritas Investment Partners
Nebraska
$608K +$21.7K +462 +4%
FPAS
225
Focus Partners Advisor Solutions
Missouri
$604K +$596K +12,714 New