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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
ACA
51
Affinity Capital Advisors
California
$9.04M +$43.3K +901 +0.5%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.97M +$689K +14,331 +8%
SHGA
53
Sand Hill Global Advisors
California
$8.87M +$3.65M +75,971 +69%
PAS
54
Park Avenue Securities
New York
$8.79M -$740K -15,386 -8%
MML Investors Services
55
MML Investors Services
Massachusetts
$8.01M +$84.6K +1,759 +1%
Morgan Stanley
56
Morgan Stanley
New York
$7.84M +$539K +11,213 +7%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$7.69M +$384K +7,994 +5%
US Bancorp
58
US Bancorp
Minnesota
$6.92M +$1.11M +23,104 +19%
AssetMark Inc
59
AssetMark Inc
California
$6.88M +$227K +4,729 +3%
BFA
60
Bluestem Financial Advisors
Illinois
$6.65M -$47.4K -987 -0.7%
HighTower Advisors
61
HighTower Advisors
Illinois
$6.65M +$649K +13,510 +11%
Osaic Holdings
62
Osaic Holdings
Arizona
$6.6M -$1.04M -21,546 -14%
MWM
63
Mascoma Wealth Management
New Hampshire
$6.41M +$150K +3,121 +2%
EI
64
eCIO Inc
Wisconsin
$6.41M -$1.8M -37,353 -22%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$6.36M +$726K +15,102 +13%
Wealthfront Advisers
66
Wealthfront Advisers
California
$6.18M +$553K +11,496 +10%
RF
67
rebel Financial
Ohio
$6.18M +$6.21M +129,147 New
AWA
68
Alaska Wealth Advisors
Alaska
$6.18M +$60.9K +1,266 +1%
BPA
69
Beacon Pointe Advisors
California
$5.87M +$290K +6,040 +5%
OWA
70
One Wealth Advisors
California
$5.72M -$303K -6,295 -5%
RSWM
71
Robertson Stephens Wealth Management
California
$5.7M -$107K -2,233 -2%
AWM
72
Axxcess Wealth Management
California
$5.57M +$771K +16,046 +16%
Corient Private Wealth
73
Corient Private Wealth
Florida
$5.23M +$3.2M +66,480 +155%
WIA
74
World Investment Advisors
California
$5.22M +$125K +2,603 +2%
AFC
75
Avise Financial Cooperative
California
$5.16M +$5.18M +107,847 New