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iShares ESG Aware US Aggregate Bond ETF

448 hedge funds and large institutions have $3.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 236 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 93

142% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 26

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

7% more funds holding

Funds holding: 417448 (+31)

6% more capital invested

Capital invested by funds: $3.45B → $3.68B (+$224M)

0.74% more ownership

Funds ownership: 82.48%83.22% (+0.74%)

Holders
448
Holders Change
+31
Holders Change %
+7.43%
% of All Funds
5.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.13%
New
63
Increased
236
Reduced
93
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
226
Novare Capital Management
North Carolina
$730K -$28.1K -584 -4%
AMG
227
APS Management Group
California
$726K +$16.8K +349 +2%
KPWS
228
Kestra Private Wealth Services
Texas
$719K +$144K +3,001 +25%
AIM
229
Acropolis Investment Management
Missouri
$712K +$228K +4,751 +47%
ACA
230
Aptus Capital Advisors
Alabama
$711K +$15.7K +326 +2%
CB
231
Commerce Bank
Missouri
$710K
PPA
232
Painted Porch Advisors
California
$704K
TWM
233
Tradition Wealth Management
Minnesota
$703K +$2.02K +42 +0.3%
GA
234
Greenspring Advisors
Maryland
$702K +$705K +14,674 New
UB
235
UMB Bank
Missouri
$694K
SWGC
236
Summit Wealth Group (Colorado)
Colorado
$686K +$690K +14,346 New
AIP
237
Ameritas Investment Partners
Nebraska
$675K +$51K +1,060 +8%
SFS
238
Sunrise Financial Services
Washington
$675K +$678K +14,114 New
CAL
239
Capital Analysts LLC
Pennsylvania
$672K -$5.96K -124 -0.9%
OPWM
240
Oregon Pacific Wealth Management
Oregon
$667K -$129K -2,687 -16%
VWM
241
Venturi Wealth Management
Texas
$657K +$24.5K +509 +4%
XFP
242
Xena Financial Planning
Oregon
$648K +$651K +13,549 New
CCM
243
Coldstream Capital Management
Washington
$648K +$5.96K +124 +0.9%
T
244
TrueFG
Texas
$609K +$11.3K +235 +2%
NAM
245
NorthCrest Asset Manangement
Minnesota
$608K +$77.5K +1,612 +15%
EPW
246
Evolve Private Wealth
California
$607K +$610K +12,679 New
SA
247
Sonoma Allocations
California
$595K +$599K +12,465 New
CWMK
248
Caliber Wealth Management (Kansas)
Kansas
$591K -$18.9K -394 -3%
PPW
249
Presilium Private Wealth
Pennsylvania
$586K +$2.88K +60 +0.5%
OBWG
250
Onyx Bridge Wealth Group
New York
$583K +$13K +270 +2%