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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
Lido Advisors
201
Lido Advisors
California
$884K +$248K +5,155 +39%
HBT
202
Heartland Bank & Trust
Illinois
$884K +$888K +18,466 New
RFP
203
RCS Financial Planning
Maryland
$867K +$220K +4,584 +34%
GWMR
204
GC Wealth Management RIA
Massachusetts
$859K +$494K +10,282 +134%
ST
205
Spinnaker Trust
Maine
$855K +$17.8K +370 +2%
GAM
206
Gould Asset Management
California
$852K +$49.5K +1,030 +6%
DC
207
Davenport & Co
Virginia
$837K +$20.6K +429 +3%
AB
208
ANB Bank
Colorado
$831K +$61.1K +1,270 +8%
KL
209
KilterHowling LLC
Colorado
$831K -$7.64K -159 -0.9%
B
210
Barings
North Carolina
$828K
LWA
211
Lifelong Wealth Advisors
Minnesota
$813K +$246K +5,126 +43%
TC
212
Trust Company
Kansas
$810K +$38.3K +796 +5%
OCA
213
OpenArc Corporate Advisory
Georgia
$803K +$807K +16,789 New
AFG
214
Atomi Financial Group
New York
$794K -$44.2K -920 -5%
MAC
215
Mason & Associates (California)
California
$785K +$789K +16,405 New
WETS
216
Wealth Enhancement Trust Services
South Dakota
$775K +$779K +16,199 New
FF
217
Friedenthal Financial
New Jersey
$771K +$3.08K +64 +0.4%
BBA
218
BLB&B Advisors
Pennsylvania
$770K +$7.45K +155 +1%
LRIA
219
Leonard Rickey Investment Advisors
Washington
$763K -$82.5K -1,717 -10%
AAM
220
Ameraudi Asset Management
New York
$760K
AWM
221
Ariadne Wealth Management
California
$756K +$529 +11 +0.1%
PAM
222
Peninsula Asset Management
Florida
$751K +$755K +15,700 New
RA
223
RFG Advisory
Alabama
$748K -$255K -5,298 -25%
DADC
224
D.A. Davidson & Co
Montana
$747K -$2.5K -52 -0.3%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$731K +$69.7K +1,450 +10%