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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 88

3% more capital invested

Capital invested by funds: $720M → $741M (+$20.7M)

1% more funds holding

Funds holding: 306309 (+3)

0.66% more ownership

Funds ownership: 68.04%68.7% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
141
Reduced
88
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$84.8M +$6.22M +246,896 +8%
LPL Financial
2
LPL Financial
California
$40.8M +$2M +79,280 +5%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M -$94.4K -3,746 -0.4%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.2M +$871K +34,536 +4%
EWA
5
EP Wealth Advisors
California
$17.6M +$818K +32,432 +5%
Ameriprise
6
Ameriprise
Minnesota
$16.9M -$2.93M -116,106 -15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.8M +$1.3M +51,627 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.7M +$410K +16,247 +2%
AA
9
Acorns Advisers
California
$16.5M +$64.4K +2,555 +0.4%
Wells Fargo
10
Wells Fargo
California
$15.3M +$1.59M +62,891 +12%
SC
11
Savant Capital
Illinois
$14.4M +$832K +32,986 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.6M +$1.43M +56,847 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.2M -$1.72M -68,170 -11%
WANY
14
Wealthspire Advisors (New York)
New York
$12.3M -$359K -14,244 -3%
MWM
15
Modera Wealth Management
New Jersey
$12.2M +$178K +7,042 +1%
AF
16
Allworth Financial
California
$12M +$821K +32,562 +7%
UBS Group
17
UBS Group
Switzerland
$12M +$968K +38,384 +9%
DJSG
18
D.J. St. Germain
Massachusetts
$11.8M +$853K +33,852 +8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$11.7M +$443K +17,564 +4%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
PWM
21
Perigon Wealth Management
California
$10.9M -$1.15M -45,754 -10%
MIA
22
Milestone Investment Advisors
Wisconsin
$10.6M +$135K +5,348 +1%
Mariner
23
Mariner
Kansas
$10.5M +$118K +4,667 +1%
FF
24
Francis Financial
$10.1M -$241K -9,579 -2%
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$9.42M -$43.8K -1,738 -0.5%