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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
Principal Financial Group
76
Principal Financial Group
Iowa
$5.16M
WA
77
Wealth Architects
California
$4.95M +$1.35M +28,066 +37%
BDFN
78
Bond & Devick Financial Network
Minnesota
$4.69M +$90.5K +1,882 +2%
SAG
79
SageView Advisory Group
California
$4.48M +$156K +3,240 +4%
SA
80
Stewardship Advisors
Pennsylvania
$4.32M -$864K -17,973 -17%
NA
81
NewEdge Advisors
Louisiana
$4.27M +$173K +3,591 +4%
BC
82
Brio Consultants
California
$4.25M +$297K +6,184 +7%
EWA
83
EP Wealth Advisors
California
$4.21M +$4.23M +87,943 New
NP
84
NorthRock Partners
Minnesota
$4.19M +$4.21M +87,642 New
SRWM
85
Shira Ridge Wealth Management
California
$4.08M +$921K +19,155 +29%
OIA
86
OneDigital Investment Advisors
Kansas
$4.07M -$57.7K -1,201 -1%
HGWM
87
Horst & Graben Wealth Management
Oregon
$4.07M +$9.9K +206 +0.2%
APW
88
Atlantic Private Wealth
North Carolina
$3.95M
EH
89
Equitable Holdings
New York
$3.91M -$181K -3,764 -4%
WA
90
Westfuller Advisors
New York
$3.87M +$27.2K +565 +0.7%
NL
91
NEPC LLC
Massachusetts
$3.75M
BCI
92
Brinker Capital Investments
Pennsylvania
$3.74M +$447K +9,306 +14%
SPA
93
Sentinel Pension Advisors
Massachusetts
$3.71M -$7.16K -149 -0.2%
LRWA
94
Long Run Wealth Advisors
New York
$3.66M +$57.2K +1,190 +2%
COCM
95
Charter Oak Capital Management
New Hampshire
$3.57M +$153K +3,190 +4%
Creative Planning
96
Creative Planning
Kansas
$3.55M -$225K -4,688 -6%
JFA
97
JNBA Financial Advisors
Minnesota
$3.52M +$292K +6,064 +9%
Jane Street
98
Jane Street
New York
$3.49M +$3.5M +72,865 New
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.45M +$202K +4,202 +6%
BMC
100
Bear Mountain Capital
Washington
$3.44M +$209K +4,356 +6%