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iShares ESG Aware US Aggregate Bond ETF

447 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 62 funds opening new positions, 236 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
101
Sharkey, Howes & Javer
Colorado
$3.36M
UCFA
102
United Capital Financial Advisors
Texas
$3.3M
RFA
103
RTD Financial Advisors
Pennsylvania
$3.21M
SCA
104
Sensenig Capital Advisors
Pennsylvania
$3.19M
CWA
105
Crux Wealth Advisors
California
$3.18M
NCM
106
Neumann Capital Management
California
$3.09M
RCS
107
Retirement Capital Strategies
California
$3.03M
TC
108
Trilogy Capital
California
$3.02M
RF
109
Rossby Financial
Florida
$2.98M
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.93M
PSA
111
Plum Street Advisors
Louisiana
$2.91M
MCWS
112
McKinley Carter Wealth Services
West Virginia
$2.89M
FG
113
Foster Group
Iowa
$2.88M
DAS
114
Dynamic Advisor Solutions
Arizona
$2.87M
OFG
115
Omega Financial Group
California
$2.85M
Stifel Financial
116
Stifel Financial
Missouri
$2.85M
MCFP
117
Mallini Complete Financial Planning
Florida
$2.83M
SPIA
118
Steward Partners Investment Advisory
New York
$2.81M
ABWM
119
Alpine Bank Wealth Management
Colorado
$2.78M
EFM
120
Eley Financial Management
Vermont
$2.61M
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
$2.6M
ICCON
122
Investment Counsel Company of Nevada
Nevada
$2.55M
DE
123
Diversified Enterprises
Delaware
$2.51M
CI
124
CX Institutional
Indiana
$2.47M
MWM
125
Modera Wealth Management
New Jersey
$2.44M