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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
CW
251
CreativeOne Wealth
Kansas
$582K +$80.8K +1,680 +16%
DWM
252
Diversify Wealth Management
Utah
$582K +$583K +12,126 New
APW
253
Austin Private Wealth
Texas
$581K -$26K -540 -4%
RIM
254
Rockbridge Investment Management
New York
$580K +$1.88K +39 +0.3%
HP
255
Hilltop Partners
Indiana
$577K -$71.5K -1,488 -11%
ACA
256
Ackerman Capital Advisors
Texas
$573K +$13K +270 +2%
TW
257
Traveka Wealth
California
$572K +$366K +7,606 +175%
RIS
258
Retirement Income Solutions
Michigan
$571K -$81.4K -1,693 -12%
VNA
259
Valley National Advisers
Pennsylvania
$555K +$57.6K +1,198 +12%
HPM
260
Hoxton Planning & Management
West Virginia
$551K +$14.9K +310 +3%
LW
261
Livet Wealth
Utah
$551K +$553K +11,506 New
VCP
262
Verus Capital Partners
Arizona
$525K +$16.7K +348 +3%
AI
263
Atria Investments
North Carolina
$523K -$17.2K -358 -3%
WAT
264
Wealth Advisory Team
Kentucky
$523K +$526K +10,935 New
AG
265
Ascent Group
Virginia
$511K -$323K -6,715 -39%
JC
266
JB Capital
Connecticut
$509K +$5.24K +109 +1%
S
267
SignatureFD
Georgia
$508K -$12.1K -251 -2%
FA
268
Financial Alternatives
California
$487K +$116K +2,412 +31%
CFFNO
269
Common Fund For Nonprofit Organizations
Connecticut
$481K +$105K +2,177 +28%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$480K -$2.31K -48 -0.5%
Comerica Bank
271
Comerica Bank
Texas
$479K -$190K -3,943 -28%
AWM
272
Ameliora Wealth Management
Switzerland
$479K
MPW
273
MA Private Wealth
California
$478K
EC
274
Estate Counselors
Wisconsin
$470K
OGF
275
Orin Green Financial
California
$469K