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iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

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
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$235K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
201
Novare Capital Management
North Carolina
$761K
DADC
202
D.A. Davidson & Co
Montana
$752K
AWM
203
Ariadne Wealth Management
California
$751K
PAG
204
Private Advisor Group
New Jersey
$746K
PA
205
Parallel Advisors
California
$732K
FPAS
206
Focus Partners Advisor Solutions
Missouri
$724K
CB
207
Commerce Bank
Missouri
$713K
AMG
208
APS Management Group
California
$712K
MOS
209
MGO One Seven
Ohio
$710K
TWM
210
Tradition Wealth Management
Minnesota
$704K
ACA
211
Aptus Capital Advisors
Alabama
$698K
UB
212
UMB Bank
Missouri
$696K
CAL
213
Capital Analysts LLC
Pennsylvania
$681K
WA
214
Wealthstream Advisors
New York
$677K
Comerica Bank
215
Comerica Bank
Texas
$670K
SYBT
216
Stock Yards Bank & Trust
Kentucky
$664K
RIS
217
Retirement Income Solutions
Michigan
$655K
HP
218
Hilltop Partners
Indiana
$651K
RFP
219
RCS Financial Planning
Maryland
$650K
CCM
220
Coldstream Capital Management
Washington
$645K
Lido Advisors
221
Lido Advisors
California
$637K
VWM
222
Venturi Wealth Management
Texas
$635K
AIP
223
Ameritas Investment Partners
Nebraska
$627K
CWMK
224
Caliber Wealth Management (Kansas)
Kansas
$612K
APW
225
Austin Private Wealth
Texas
$609K