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iShares ESG Aware Aggressive Allocation ETF

23 hedge funds and large institutions have $5.07M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2123 (+2)

2% less ownership

Funds ownership: 16.85%14.85% (-2%)

10% less capital invested

Capital invested by funds: $5.66M → $5.07M (-$591K)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.39M +$4.74K +115 +0.3%
Raymond James Financial
2
Raymond James Financial
Florida
$558K +$556K +13,491 New
Jane Street
3
Jane Street
New York
$493K -$192K -4,672 -28%
JP Morgan Chase
4
JP Morgan Chase
New York
$480K +$4.16K +101 +0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$378K +$22.2K +538 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$367K -$207K -5,019 -36%
SWA
7
Sax Wealth Advisors
New Jersey
$323K
BDFN
8
Bond & Devick Financial Network
Minnesota
$300K +$31.1K +754 +12%
WP
9
Westmount Partners
California
$237K +$2.88K +70 +1%
SPIA
10
Steward Partners Investment Advisory
New York
$207K
PA
11
Parallel Advisors
California
$111K +$24.8K +602 +29%
CA
12
CoreCap Advisors
Michigan
$55.8K
GC
13
Gould Capital
Washington
$48.7K
BFP
14
Birchwood Financial Partners
Minnesota
$43.4K +$43.2K +1,049 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$32.4K -$31.9K -775 -50%
CFS
16
CGC Financial Services
Oregon
$20K -$7.7K -187 -28%
MWM
17
Mascoma Wealth Management
New Hampshire
$13.6K
AF
18
Advisornet Financial
Minnesota
$9.89K
HHGA
19
Halbert Hargrove Global Advisors
California
$4.44K +$41 +1 +0.9%
JFA
20
JNBA Financial Advisors
Minnesota
$2.32K
UBS Group
21
UBS Group
Switzerland
$497 +$494 +12 New
Morgan Stanley
22
Morgan Stanley
New York
$49
LWM
23
Lodestone Wealth Management
Washington
$21 +$41 +1 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$850K -20,837 Closed
KHC
25
Koesten Hirschmann & Crabtree
Kansas
-$69.8K -1,712 Closed