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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
SHJ
101
Sharkey, Howes & Javer
Colorado
$3.36M -$109K -2,274 -3%
UCFA
102
United Capital Financial Advisors
Texas
$3.3M +$110K +2,298 +3%
RFA
103
RTD Financial Advisors
Pennsylvania
$3.21M +$30.6K +637 +1%
SCA
104
Sensenig Capital Advisors
Pennsylvania
$3.19M +$3.2M +66,616 New
CWA
105
Crux Wealth Advisors
California
$3.18M +$7.12K +148 +0.2%
NCM
106
Neumann Capital Management
California
$3.09M +$435K +9,050 +16%
RCS
107
Retirement Capital Strategies
California
$3.03M +$351K +7,298 +13%
TC
108
Trilogy Capital
California
$3.02M +$158K +3,278 +5%
RF
109
Rossby Financial
Florida
$2.98M +$1,000K +20,795 +50%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.93M -$902K -18,770 -23%
PSA
111
Plum Street Advisors
Louisiana
$2.91M +$413K +8,584 +16%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$2.89M +$220K +4,585 +8%
FG
113
Foster Group
Iowa
$2.88M +$844K +17,549 +41%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.87M -$575K -11,963 -17%
OFG
115
Omega Financial Group
California
$2.85M +$41.5K +864 +1%
Stifel Financial
116
Stifel Financial
Missouri
$2.85M +$152K +3,153 +6%
MCFP
117
Mallini Complete Financial Planning
Florida
$2.83M +$231K +4,799 +9%
SPIA
118
Steward Partners Investment Advisory
New York
$2.81M +$149K +3,109 +6%
ABWM
119
Alpine Bank Wealth Management
Colorado
$2.78M +$1.32M +27,464 +90%
EFM
120
Eley Financial Management
Vermont
$2.61M +$74.8K +1,556 +3%
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
$2.6M -$82.7K -1,721 -3%
ICCON
122
Investment Counsel Company of Nevada
Nevada
$2.55M +$45.6K +949 +2%
DE
123
Diversified Enterprises
Delaware
$2.51M +$23.6K +490 +0.9%
CI
124
CX Institutional
Indiana
$2.47M +$533K +11,095 +27%
MWM
125
Modera Wealth Management
New Jersey
$2.44M +$19.6K +408 +0.8%