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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
CA
276
CWC Advisors
Oregon
$465K +$1.78K +37 +0.4%
HCA
277
Harpswell Capital Advisors
Maine
$463K -$77K -1,601 -14%
FPAS
278
Focus Partners Advisor Solutions
Missouri
$462K -$261K -5,424 -36%
DT
279
Diversified Trust
Tennessee
$456K +$4.62K +96 +1%
NCTC
280
New Covenant Trust Company
Indiana
$456K -$389K -8,086 -46%
VW
281
Veridan Wealth
Oregon
$443K +$6.73K +140 +2%
WS
282
Wedbush Securities
California
$441K -$4.95K -103 -1%
AWM
283
AE Wealth Management
Kansas
$438K +$154K +3,212 +54%
PFM
284
Potomac Fund Management
Florida
$435K +$26.2K +544 +6%
SPAS
285
Spectrum Planning & Advisory Services
California
$430K +$2.4K +50 +0.6%
FHB
286
First Hawaiian Bank
Hawaii
$430K
BTI
287
Blue Trust Inc
Georgia
$416K +$174K +3,615 +71%
Cerity Partners
288
Cerity Partners
New York
$410K +$412K +8,575 New
MWM
289
MBE Wealth Management
Wisconsin
$407K +$3.17K +66 +0.8%
SWP
290
Sagespring Wealth Partners
Tennessee
$403K -$28.1K -585 -6%
USCWA
291
U.S. Capital Wealth Advisors
Texas
$403K -$23.7K -493 -6%
SWP
292
Stratos Wealth Partners
Ohio
$397K -$48 -1 -0%
RFC
293
Regions Financial Corp
Alabama
$396K -$9.86K -205 -2%
GWP
294
Gateway Wealth Partners
Wisconsin
$396K +$398K +8,273 New
HBT
295
Hills Bank & Trust
Iowa
$395K +$7.93K +165 +2%
BSB
296
Bangor Savings Bank
Maine
$393K +$14K +291 +4%
FFS
297
Founders Financial Securities
Maryland
$389K +$391K +8,131 New
CAG
298
Curtis Advisory Group
California
$387K +$145K +3,008 +59%
OFG
299
Opulen Financial Group
Virginia
$386K +$5.1K +106 +1%
SHWM
300
Smith & Howard Wealth Management
Georgia
$385K