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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
EWM
401
Evolution Wealth Management
Florida
$69.4K +$27.4K +570 +65%
AAP
402
Arax Advisory Partners
Colorado
$66.1K +$66.4K +1,381 New
KCM
403
Key Capital Management
Tennessee
$63.7K +$64K +1,331 New
DF
404
Dunhill Financial
United Kingdom
$62K
BA
405
Ballast Advisors
Minnesota
$57.6K +$961 +20 +2%
AAG
406
Armstrong Advisory Group
Massachusetts
$56.4K -$5.82K -121 -9%
TCM
407
Triumph Capital Management
Colorado
$50.8K +$51.1K +1,062 New
AGWCA
408
Annis Gardner Whiting Capital Advisors
Florida
$50.5K +$2.79K +58 +6%
Bessemer Group
409
Bessemer Group
New Jersey
$49K +$49K +1,019 New
PG
410
Proffitt & Goodson
Tennessee
$45.9K +$10.7K +223 +30%
FPF
411
First Pacific Financial
Washington
$41.6K +$529 +11 +1%
PAI
412
Pittenger & Anderson Inc
Nebraska
$40.2K +$40.4K +840 New
GWP
413
Gen-Wealth Partners
Michigan
$38.2K +$2.45K +51 +7%
ME
414
McIlrath & Eck
Washington
$36.8K +$1.83K +38 +5%
VWA
415
VSM Wealth Advisory
Maryland
$33.1K +$30K +624 +918%
GMA
416
Glassy Mountain Advisors
Maryland
$31.3K
SAM
417
Smartleaf Asset Management
Massachusetts
$31.3K +$31.3K +652 New
PWA
418
Physician Wealth Advisors
Utah
$27.3K +$337 +7 +1%
C
419
Covestor
United Kingdom
$26K +$2.45K +51 +10%
CA
420
CoreCap Advisors
Michigan
$23.1K
YAL
421
Your Advocates Ltd
Texas
$18.1K +$3.46K +72 +24%
TBFA
422
Three Bearings Fiduciary Advisors
New Hampshire
$16.7K +$16.7K +348 New
BNP Paribas Financial Markets
423
BNP Paribas Financial Markets
France
$14.9K
CFD
424
Creative Financial Designs
Indiana
$14.4K -$6.87K -143 -32%
KG
425
Kilter Group
New York
$12.3K -$3.46K -72 -22%