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iShares ESG Aware US Aggregate Bond ETF

468 hedge funds and large institutions have $3.93B invested in iShares ESG Aware US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 278 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$132M
2 +$41.4M
3 +$37.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$36.6M
5
LPL Financial
LPL Financial
California
+$33M

Top Sellers

1 -$34.2M
2 -$18.5M
3 -$17.3M
4
CAL
Capital Advisors Ltd
Ohio
-$6.8M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
201
Sonoma Allocations
California
$901K
AG
202
AlTi Global
New York
$901K
VCP
203
Verus Capital Partners
Arizona
$894K
CWM
204
Contango Wealth Management
California
$882K
RA
205
RFG Advisory
Alabama
$877K
G
206
GenTrust
Florida
$876K
CAG
207
Crestwood Advisors Group
Massachusetts
$868K
DC
208
Davenport & Co
Virginia
$863K
CAL
209
Capital Analysts LLC
Pennsylvania
$852K
DWM
210
Diversify Wealth Management
Utah
$841K
AWM
211
Aprio Wealth Management
Georgia
$827K
B
212
Barings
North Carolina
$823K
GAM
213
Gould Asset Management
California
$811K
LWA
214
Lifelong Wealth Advisors
Minnesota
$805K
AFG
215
Atomi Financial Group
New York
$803K
BBA
216
BLB&B Advisors
Pennsylvania
$796K
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$794K
TC
218
Trust Company
Kansas
$785K
MAC
219
Mason & Associates (California)
California
$783K
WETS
220
Wealth Enhancement Trust Services
South Dakota
$780K
FF
221
Friedenthal Financial
New Jersey
$779K
EPW
222
Endeavor Private Wealth
Kansas
$769K
PAM
223
Peninsula Asset Management
Florida
$766K
LRIA
224
Leonard Rickey Investment Advisors
Washington
$763K
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$760K