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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 %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$769K -$338K -7,107 -31%
AB
202
ANB Bank
Colorado
$766K +$5.9K +124 +0.8%
FF
203
Friedenthal Financial
New Jersey
$763K -$201K -4,229 -21%
PPA
204
Painted Porch Advisors
California
$759K
AWM
205
Ariadne Wealth Management
California
$757K -$140K -2,944 -16%
AAM
206
Ameraudi Asset Management
New York
$756K
NCM
207
Novare Capital Management
North Carolina
$751K +$87.9K +1,850 +13%
ACA
208
Aptus Capital Advisors
Alabama
$744K +$2.57K +54 +0.3%
DADC
209
D.A. Davidson & Co
Montana
$737K
BBA
210
BLB&B Advisors
Pennsylvania
$719K +$1.47K +31 +0.2%
KAS
211
Kestra Advisory Services
Texas
$716K +$88.5K +1,862 +14%
CB
212
Commerce Bank
Missouri
$705K
UB
213
UMB Bank
Missouri
$689K -$143 -3 -0%
TC
214
Trust Company
Kansas
$688K -$3.42K -72 -0.5%
FWP
215
Falcon Wealth Planning
California
$686K +$159K +3,352 +30%
RIS
216
Retirement Income Solutions
Michigan
$686K -$125K -2,638 -15%
TWM
217
Tradition Wealth Management
Minnesota
$682K +$8.65K +182 +1%
WA
218
Wealthstream Advisors
New York
$660K -$3.52K -74 -0.5%
SYBT
219
Stock Yards Bank & Trust
Kentucky
$658K
CAL
220
Capital Analysts LLC
Pennsylvania
$654K +$69.9K +1,472 +12%
VWM
221
Venturi Wealth Management
Texas
$632K -$13.8K -290 -2%
Lido Advisors
222
Lido Advisors
California
$631K -$49.6K -1,044 -7%
FPAS
223
Focus Partners Advisor Solutions
Missouri
$610K +$5.37K +113 +0.9%
AIP
224
Ameritas Investment Partners
Nebraska
$609K -$238 -5 -0%
CWMK
225
Caliber Wealth Management (Kansas)
Kansas
$598K +$598K +12,586 New