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iShares ESG Aware US Aggregate Bond ETF

410 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 43 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 21 closing their positions.

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
43
Increased
216
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$814M 17,151,331 -2,201,491 -11%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$353M 7,428,739 +382,281 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$271M 5,698,776 +1,106,173 +24%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.5M 2,096,217 +168,679 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$91.5M 1,926,630 +143,218 +8%
Goldman Sachs
6
Goldman Sachs
New York
$81.4M 1,714,977 +87,248 +5%
LPL Financial
7
LPL Financial
California
$79.2M 1,668,691 +93,692 +6%
BlackRock
8
BlackRock
New York
$73.1M 1,538,816 -120,490 -7%
Northern Trust
9
Northern Trust
Illinois
$65.9M 1,387,975 -32,756 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$57.1M 1,202,107 +80,001 +7%
Betterment LLC
11
Betterment LLC
New York
$54.8M 1,154,830 +256,715 +29%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$43.7M 919,992 +53,747 +6%
Ameriprise
13
Ameriprise
Minnesota
$38.4M 808,483 -94,801 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$36.3M 764,550 +116,871 +18%
M&T Bank
15
M&T Bank
New York
$34.2M 720,353 +12,863 +2%
AA
16
Alesco Advisors
New York
$31.9M 671,542 -660 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.9M 651,487 +90,033 +16%
SWM
18
SigFig Wealth Management
California
$30.8M 650,263 +22,293 +4%
WANY
19
Wealthspire Advisors (New York)
New York
$29.3M 617,527 +9,965 +2%
Wells Fargo
20
Wells Fargo
California
$25.9M 545,947 +30,929 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$25.7M 540,482 +62,987 +13%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$23M 484,437 +176,616 +57%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$20.3M 426,651 +101,060 +31%
AF
24
Allworth Financial
California
$19.2M 408,442 +21,642 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$19.2M 406,269 -11,212 -3%