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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
CWM
176
Cornerstone Wealth Management
Missouri
$1.19M +$12.5K +259 +1%
VFA
177
Valeo Financial Advisors
Indiana
$1.18M +$27.1K +564 +2%
TCOT
178
Trust Company of Toledo
Ohio
$1.18M -$94.3K -1,961 -7%
SCM
179
Stonehearth Capital Management
Massachusetts
$1.17M
GWM
180
Grand Wealth Management
Michigan
$1.17M +$7.02K +146 +0.6%
FWIA
181
Fort Washington Investment Advisors
Ohio
$1.17M
CPCM
182
Cardinal Point Capital Management
Ontario, Canada
$1.14M -$60.3K -1,255 -5%
IWC
183
Integrated Wealth Concepts
Massachusetts
$1.12M -$452K -9,395 -29%
VT
184
Vise Technologies
New York
$1.11M +$833K +17,338 +296%
VHAM
185
Van Hulzen Asset Management
California
$1.1M +$49.5K +1,030 +5%
FFN
186
Focus Financial Network
Minnesota
$1.04M +$1.63K +34 +0.2%
TPCW
187
TD Private Client Wealth
New York
$1.02M +$8.94K +186 +0.9%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$1.01M
NRI
189
NFP Retirement Inc
California
$1,000K
SP
190
Symmetry Partners
Connecticut
$996K -$197K -4,093 -16%
CA
191
Clearstead Advisors
Ohio
$984K
FWP
192
Falcon Wealth Planning
California
$972K +$13.3K +277 +1%
LIA
193
LifePlan Investment Advisors
North Carolina
$969K +$6.2K +129 +0.6%
TF
194
Theory Financial
Colorado
$969K +$8.32K +173 +0.9%
EWA
195
EverSource Wealth Advisors
Alabama
$966K -$40.5K -842 -4%
SOAG
196
Silver Oak Advisory Group
Oregon
$935K +$16.4K +342 +2%
AG
197
AlTi Global
New York
$907K
PAG
198
Private Advisor Group
New Jersey
$904K +$162K +3,363 +22%
AWM
199
Aprio Wealth Management
Georgia
$901K -$162K -3,380 -15%
PA
200
Parallel Advisors
California
$887K +$159K +3,309 +22%