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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
OCM
326
One Capital Management
California
$306K +$72.1K +1,500 +31%
SFG
327
Sage Financial Group
Pennsylvania
$305K +$24.5K +510 +9%
CWM
328
Centurion Wealth Management
Virginia
$304K +$43.7K +909 +17%
EPW
329
Endeavor Private Wealth
Kansas
$300K -$27.1K -563 -8%
FNB
330
Farmers National Bank
Kentucky
$297K +$8.27K +172 +3%
DAS
331
Diversify Advisory Services
Utah
$295K -$10.2K -212 -3%
CAAS
332
Capital Asset Advisory Services
Michigan
$289K +$35.3K +734 +14%
JWCA
333
J.W. Cole Advisors
Florida
$288K +$11K +229 +4%
GA
334
Gordian Advisors
Arizona
$287K +$75.8K +1,576 +36%
PS
335
Principal Securities
Iowa
$282K +$13.3K +277 +5%
BEI
336
Benjamin Edwards Inc
Missouri
$281K +$9.47K +197 +3%
JF
337
JSF Financial
California
$281K +$45K +937 +19%
MCM
338
MAI Capital Management
Ohio
$281K +$8.41K +175 +3%
B
339
Birchbrook
Maine
$278K
ATPW
340
Ashton Thomas Private Wealth
Arizona
$278K -$17.4K -362 -6%
WA
341
Wealth Alliance
New York
$278K -$27.7K -576 -9%
BFA
342
Bragg Financial Advisors
North Carolina
$270K +$28.4K +591 +12%
FMN
343
Financial Management Network
California
$270K -$6.68K -139 -2%
CGFA
344
Colton Groome Financial Advisors
North Carolina
$268K
AMM
345
American Money Management
California
$267K +$268K +5,576 New
CWM
346
Curtis Wealth Management
Nevada
$266K +$266K +5,536 New
BWP
347
BlueStem Wealth Partners
Minnesota
$264K -$15.6K -324 -6%
FFG
348
Fiduciary Financial Group
California
$262K +$36.2K +754 +16%
FA
349
FC Advisory
Pennsylvania
$259K +$11.1K +231 +4%
EWA
350
Emergent Wealth Advisors
New York
$255K -$529 -11 -0.2%