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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
NS
426
NBC Securities
Alabama
$11.8K
EW
427
Elyxium Wealth
California
$11K +$11K +229 New
WCM
428
Winthrop Capital Management
Indiana
$10K
Citigroup
429
Citigroup
New York
$9.57K
AC
430
AlphaCore Capital
California
$8.9K +$8.94K +186 New
NWMP
431
Noble Wealth Management PBC
Colorado
$8.8K
NSIM
432
North Star Investment Management
Illinois
$8.37K +$96 +2 +1%
CAM
433
Clarity Asset Management
Iowa
$7.11K +$96 +2 +1%
1NWS
434
1 North Wealth Services
Maryland
$6.7K
LFG
435
Larson Financial Group
Missouri
$5.22K +$2.16K +45 +70%
WP
436
WealthShield Partners
North Carolina
$4.69K
ADL
437
Asset Dedication LLC
California
$3.16K
GI
438
GAMMA Investing
California
$2.82K +$433 +9 +18%
NB
439
NBT Bank
New York
$2.2K
TAM
440
Tucker Asset Management
Colorado
$1.96K
LWM
441
Lodestone Wealth Management
Washington
$1.87K +$1.88K +39 New
CP
442
Camelot Portfolios
Ohio
$1.39K +$1.39K +29 New
FA
443
Fountainhead AM
New Jersey
$858 -$244K -5,081 -100%
CTWM
444
Cherry Tree Wealth Management
Minnesota
$814
MEG
445
Millstone Evans Group
Colorado
$813
SS
446
Sunbelt Securities
Texas
$813
DCM
447
Davis Capital Management
Florida
$191 +$192 +4 New
Russell Investments Group
448
Russell Investments Group
United Kingdom
$99 +$96 +2 New
SWP
449
Strategic Wealth Partners
Ohio
$13 -$721 -15 Closed
GC
450
Garde Capital
Washington
-$9.27M -192,976 Closed