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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
Bank of America
1
Bank of America
North Carolina
$944M +$26.4M +548,171 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$390M +$6.31M +131,331 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M -$15.7M -326,492 -8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$142M +$9.5M +197,547 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$106M +$5.22M +108,618 +5%
LPL Financial
6
LPL Financial
California
$101M +$5.28M +109,731 +5%
Goldman Sachs
7
Goldman Sachs
New York
$94.6M +$16M +332,816 +20%
Northern Trust
8
Northern Trust
Illinois
$81.9M +$4.96M +103,263 +6%
Betterment LLC
9
Betterment LLC
New York
$78.9M +$6.01M +124,961 +8%
BlackRock
10
BlackRock
New York
$73M +$4.99M +103,814 +7%
Raymond James Financial
11
Raymond James Financial
Florida
$71.7M +$8.61M +179,158 +14%
CAL
12
Capital Advisors Ltd
Ohio
$68.1M +$6.92M +143,917 New
M&T Bank
13
M&T Bank
New York
$39.7M +$1.19M +24,788 +3%
KeyBank National Association
14
KeyBank National Association
Ohio
$37.1M -$5.99M -124,606 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$36.4M +$8.42M +175,203 +30%
SWM
16
SigFig Wealth Management
California
$36M +$579K +12,047 +2%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$35.3M -$2.51M -52,265 -7%
Ameriprise
18
Ameriprise
Minnesota
$34.2M -$1.63M -33,832 -5%
WANY
19
Wealthspire Advisors (New York)
New York
$32M +$1.39M +28,990 +5%
AA
20
Alesco Advisors
New York
$30.9M -$734K -15,269 -2%
SEI Investments
21
SEI Investments
Pennsylvania
$30.6M +$2.16M +45,008 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29.5M -$4.41M -91,761 -13%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$28.2M +$3.09M +64,176 +12%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$27.4M +$1.48M +30,794 +6%
Wells Fargo
25
Wells Fargo
California
$26.1M -$275K -5,711 -1%