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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
MFPI
151
Midwest Financial Partners Investments
Minnesota
$1.78M +$1.79M +37,292 New
ODIJL
152
One Day In July LLC
Vermont
$1.73M +$104K +2,153 +6%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$1.7M +$136K +2,834 +9%
P
154
&Partners
Tennessee
$1.68M +$85.1K +1,771 +5%
SW
155
SoFi Wealth
California
$1.66M +$417K +8,683 +33%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$1.64M
G
157
GenTrust
Florida
$1.64M +$176K +3,651 +12%
SA
158
Sanctuary Advisors
Indiana
$1.64M -$82.7K -1,720 -5%
ISFAN
159
Investor's Fiduciary Advisor Network
Washington
$1.62M -$42K -874 -3%
DWA
160
Davis Wealth Advisors
New Hampshire
$1.62M +$1.62M +33,792 New
MFG
161
Merit Financial Group
Georgia
$1.55M +$23.5K +489 +2%
CWM
162
Cranbrook Wealth Management
Michigan
$1.53M -$43.6K -907 -3%
SFA
163
Sequoia Financial Advisors
Ohio
$1.45M -$121K -2,526 -8%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$1.45M
ASN
165
Advisory Services Network
Georgia
$1.45M -$10.2K -212 -0.7%
KAS
166
Kestra Advisory Services
Texas
$1.44M +$374K +7,780 +35%
MWM
167
Mission Wealth Management
California
$1.44M +$3.27K +68 +0.2%
SWG
168
Summit Wealth Group
Vermont
$1.43M -$5.19K -108 -0.4%
CFG
169
Citizens Financial Group
Rhode Island
$1.36M +$228K +4,753 +20%
HI
170
Harbour Investments
Wisconsin
$1.29M -$97.6K -2,031 -7%
PA
171
PFG Advisors
Arizona
$1.28M +$227K +4,717 +21%
TI
172
Truepoint Inc
Ohio
$1.27M +$1.27M +26,459 New
SAI
173
Savvy Advisors Inc
New York
$1.27M +$40.2K +837 +3%
AIM
174
Archer Investment Management
Texas
$1.24M +$1.24M +25,843 New
CIA
175
Concurrent Investment Advisors
Florida
$1.22M +$827K +17,211 +205%