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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$23.5M +$997K +20,740 +4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$22.9M -$274K -5,706 -1%
MMA
28
Miracle Mile Advisors
California
$22.7M +$2.23M +46,458 +11%
AF
29
Allworth Financial
California
$21.4M +$305K +6,353 +1%
FNWM
30
Financial Network Wealth Management
Utah
$21M +$526K +10,942 +3%
DWM
31
Destination Wealth Management
California
$20.8M +$661K +13,752 +3%
RWP
32
RWA Wealth Partners
Massachusetts
$18M -$181K -3,757 -1%
Franklin Resources
33
Franklin Resources
California
$16.8M +$410K +8,534 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$16.7M +$1.22M +25,344 +8%
Truist Financial
35
Truist Financial
North Carolina
$16.4M +$7.99M +166,255 +95%
UBS Group
36
UBS Group
Switzerland
$15.8M -$41.9K -871 -0.3%
SC
37
Savant Capital
Illinois
$15.7M +$1.49M +30,972 +10%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$15.5M +$635K +13,204 +4%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$13.6M +$1.11M +23,154 +9%
Mariner
40
Mariner
Kansas
$13.4M +$1.24M +25,751 +10%
ZAM
41
Zevin Asset Management
Massachusetts
$12.9M +$12.9M +269,254 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$12.7M +$809K +16,838 +7%
AI
43
Accredited Investors
Minnesota
$12M +$183K +3,817 +2%
WB
44
WesBanco Bank
West Virginia
$10.9M +$118K +2,449 +1%
Financial Engines Advisors
45
Financial Engines Advisors
California
$10.8M +$1.07M +22,154 +11%
MG
46
Mather Group
Illinois
$10.7M +$437K +9,080 +4%
FWI
47
Facet Wealth Inc
Maryland
$10.7M +$825K +17,152 +8%
JAA
48
Joel Adams & Associates
North Carolina
$10.6M +$682K +14,180 +7%
AC
49
Apella Capital
Connecticut
$10.3M +$212K +4,400 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.79M +$775K +16,130 +9%