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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
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$383K -$13.6K -283 -3%
MFC
302
Morris Financial Concepts
South Carolina
$383K +$13.7K +285 +4%
NBWM
303
North Berkeley Wealth Management
California
$383K -$14K -292 -4%
OWM
304
Opes Wealth Management
California
$376K +$14.9K +310 +4%
LSIA
305
LaSalle St. Investment Advisors
Illinois
$374K +$376K +7,819 New
OIS
306
Okabena Investment Services
Minnesota
$371K +$372K +7,743 New
BBA
307
Braun-Bostich & Associates
Pennsylvania
$363K +$24.4K +508 +7%
GRP
308
Global Retirement Partners
California
$360K +$136K +2,829 +60%
FF
309
Finley Financial
Nevada
$354K
EIG
310
Ellenbecker Investment Group
Wisconsin
$353K +$355K +7,375 New
AF
311
Advisornet Financial
Minnesota
$350K +$35.2K +733 +11%
DPI
312
Diversified Portfolios Inc
Michigan
$345K -$14.9K -310 -4%
SW
313
SteelPeak Wealth
California
$344K +$4.57K +95 +1%
EPP
314
ETF Portfolio Partners
Kansas
$342K +$96 +2 +0%
FHA
315
Flagship Harbor Advisors
Massachusetts
$340K +$5.58K +116 +2%
SFG
316
SNS Financial Group
Minnesota
$333K -$71.5K -1,487 -18%
LGWM
317
Litman Gregory Wealth Management
California
$332K -$44.7K -929 -12%
FPWM
318
FSB Premier Wealth Management
Iowa
$332K +$69.8K +1,453 +27%
SFP
319
Sandbox Financial Partners
Maryland
$329K -$27.3K -568 -8%
FCIM
320
Fairview Capital Investment Management
California
$324K
HFA
321
Highland Financial Advisors
New Jersey
$319K +$36.9K +768 +13%
AQR Capital Management
322
AQR Capital Management
Connecticut
$317K
CFG
323
Compton Financial Group
Maryland
$316K +$317K +6,601 New
HP
324
Holistic Planning
Texas
$316K +$317K +6,595 New
MWM
325
Madrid Wealth Management
New Mexico
$311K +$312K +6,498 New