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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
WFS
351
WealthGarden F.S.
California
$252K -$43.9K -914 -15%
ACM
352
Absolute Capital Management
Pennsylvania
$251K +$252K +5,246 New
Fisher Asset Management
353
Fisher Asset Management
Washington
$250K +$31.8K +662 +15%
WWM
354
Western Wealth Management
Colorado
$249K +$250K +5,202 New
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$246K
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$244K
CH
357
CDKV Holdings
Colorado
$240K +$241K +5,009 New
KW
358
Keyvantage Wealth
Pennsylvania
$239K
4FG
359
4Thought Financial Group
New York
$239K +$4.13K +86 +2%
SPC
360
Sigma Planning Corp
Michigan
$237K -$3.51K -73 -1%
TFA
361
Transamerica Financial Advisors
Florida
$237K +$218K +4,533 +1,098%
CL
362
Choreo LLC
Illinois
$236K -$65K -1,353 -22%
KWM
363
Kingsview Wealth Management
Oregon
$236K +$21.9K +455 +10%
TVAMP
364
Tennessee Valley Asset Management Partners
Tennessee
$233K +$34K +707 +17%
SB
365
Strategic Blueprint
Georgia
$233K -$51.1K -1,064 -18%
IA
366
IFP Advisors
Florida
$231K +$138K +2,861 +145%
PP
367
PDS Planning
Ohio
$227K +$6.2K +129 +3%
TIA
368
Traphagen Investment Advisors
New Jersey
$225K +$288 +6 +0.1%
GSEP
369
Golden State Equity Partners
California
$224K -$10.1K -211 -4%
GSWM
370
Golden State Wealth Management
California
$223K +$1.97K +41 +0.9%
JWA
371
JFS Wealth Advisors
Pennsylvania
$221K -$16.6K -345 -7%
LJAC
372
L.J. Altfest & Co
New York
$221K +$288 +6 +0.1%
TFP
373
Townsend Financial Planning
Kentucky
$219K +$220K +4,585 New
OFS
374
OneAscent Financial Services
Alabama
$215K +$3.17K +66 +1%
RWRC
375
R.W. Roge & Company
New York
$214K +$216K +4,491 New