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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
Bank of America
1
Bank of America
North Carolina
$814M -$103M -2,201,491 -11%
JP Morgan Chase
2
JP Morgan Chase
New York
$353M +$17.9M +382,281 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$271M +$51.8M +1,106,173 +24%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.5M +$7.91M +168,679 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$91.5M +$6.71M +143,218 +8%
Goldman Sachs
6
Goldman Sachs
New York
$81.4M +$4.09M +87,248 +5%
LPL Financial
7
LPL Financial
California
$79.2M +$4.39M +93,692 +6%
BlackRock
8
BlackRock
New York
$73.1M -$5.65M -120,490 -7%
Northern Trust
9
Northern Trust
Illinois
$65.9M -$1.54M -32,756 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$57.1M +$3.75M +80,001 +7%
Betterment LLC
11
Betterment LLC
New York
$54.8M +$12M +256,715 +29%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$43.7M +$2.52M +53,747 +6%
Ameriprise
13
Ameriprise
Minnesota
$38.4M -$4.44M -94,801 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$36.3M +$5.48M +116,871 +18%
M&T Bank
15
M&T Bank
New York
$34.2M +$603K +12,863 +2%
AA
16
Alesco Advisors
New York
$31.9M -$30.9K -660 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.9M +$4.22M +90,033 +16%
SWM
18
SigFig Wealth Management
California
$30.8M +$1.04M +22,293 +4%
WANY
19
Wealthspire Advisors (New York)
New York
$29.3M +$467K +9,965 +2%
Wells Fargo
20
Wells Fargo
California
$25.9M +$1.45M +30,929 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$25.7M +$2.95M +62,987 +13%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$23M +$8.28M +176,616 +57%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$20.3M +$4.74M +101,060 +31%
AF
24
Allworth Financial
California
$19.2M +$1.01M +21,642 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$19.2M -$526K -11,212 -3%