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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
SF
376
SWP Financial
California
$212K +$4.13K +86 +2%
TFCP
377
Twin Focus Capital Partners
Massachusetts
$203K
ZF
378
Zhang Financial
Michigan
$202K
BFG
379
Buttonwood Financial Group
Missouri
$202K -$352K -7,330 -63%
MNA
380
Manning & Napier Advisors
New York
$202K +$17.8K +370 +10%
WCFA
381
Walkner Condon Financial Advisors
Wisconsin
$202K +$202K +4,211 New
OAM
382
Occidental Asset Management
California
$201K
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$196K +$197K +4,091 New
BA
384
Blueline Advisors
New Hampshire
$178K +$179K +3,722 New
GFA
385
Godfrey Financial Associates
New York
$168K +$165K +3,438 New
CIA
386
Cape Investment Advisory
Georgia
$167K
TWC
387
TD Waterhouse Canada
Ontario, Canada
$154K
HWM
388
Horizons Wealth Management
North Carolina
$141K
RFP
389
Root Financial Partners
California
$139K
PTC
390
Private Trust Company
Ohio
$131K
M
391
MOTCO
Texas
$113K +$11.4K +238 +11%
CSP
392
Cary Street Partners
Virginia
$105K +$106K +2,203 New
SMFG
393
Sumitomo Mitsui Financial Group
Japan
$105K
CA
394
Crewe Advisors
Utah
$98.5K +$288 +6 +0.3%
GC
395
Gould Capital
Washington
$96.3K +$7.21K +150 +8%
RPC
396
Rossmore Private Capital
Connecticut
$95.7K
William Blair & Company
397
William Blair & Company
Illinois
$90.7K -$4.47K -93 -5%
LWMI
398
Legacy Wealth Management (Idaho)
Idaho
$89.8K +$90.2K +1,877 New
SA
399
Scarborough Advisors
Maryland
$73.7K -$12.6K -262 -15%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$71.8K +$72.2K +1,501 New