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Nuveen ESG US Aggregate Bond ETF

125 hedge funds and large institutions have $321M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $284M → $321M (+$37.6M)

12% more funds holding

Funds holding: 112125 (+13)

2.63% more ownership

Funds ownership: 67.19%69.83% (+2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
22
Increased
51
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Coldstream Capital Management
Washington
$2.45M +$158K +7,009 +7%
SOAG
27
Silver Oak Advisory Group
Oregon
$2.33M -$64.7K -2,878 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$2.14M -$858K -38,188 -29%
ML
29
Mayport LLC
Massachusetts
$2.1M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.1M +$373K +16,610 +21%
FNWM
31
Financial Network Wealth Management
Utah
$2.06M -$14.7K -656 -0.7%
UB
32
UMB Bank
Missouri
$2.02M +$108K +4,819 +6%
UBS Group
33
UBS Group
Switzerland
$1.86M -$77.2K -3,435 -4%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.52M -$22 -1 -0%
BPA
35
Beacon Pointe Advisors
California
$1.5M +$1.51M +67,020 New
LGWM
36
Litman Gregory Wealth Management
California
$1.44M +$374K +16,650 +35%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.37M -$313K -13,919 -19%
Citigroup
38
Citigroup
New York
$1.25M +$38.5K +1,715 +3%
AIFS
39
A&I Financial Services
Colorado
$1.2M +$51.1K +2,274 +4%
AI
40
Atria Investments
North Carolina
$959K +$8.13K +362 +0.9%
Wealthfront Advisers
41
Wealthfront Advisers
California
$950K +$14.8K +660 +2%
US Bancorp
42
US Bancorp
Minnesota
$863K -$98K -4,362 -10%
RF
43
rebel Financial
Ohio
$845K +$849K +37,777 New
Osaic Holdings
44
Osaic Holdings
Arizona
$816K -$356K -15,852 -30%
CFIA
45
Cantor Fitzgerald Investment Advisors
New York
$815K
SAG
46
SageView Advisory Group
California
$806K -$4.38K -195 -0.5%
DADC
47
D.A. Davidson & Co
Montana
$801K +$45.9K +2,043 +6%
Mariner
48
Mariner
Kansas
$776K +$13K +579 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$754K -$1.23M -54,932 -62%
AF
50
Allworth Financial
California
$753K -$61.1K -2,717 -7%