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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
226
Evergreen Private Wealth
Colorado
$177K
AAS
227
Ameritas Advisory Services
Nebraska
$174K
AIA
228
Armor Investment Advisors
North Carolina
$174K
HPC
229
HM Payson & Co
Maine
$161K
FF
230
Finley Financial
Nevada
$155K
SPIA
231
Steward Partners Investment Advisory
New York
$149K
ACA
232
American Capital Advisory
Idaho
$148K
HBT
233
Hills Bank & Trust
Iowa
$140K
WOSD
234
WFA of San Diego
California
$138K
FRA
235
Front Row Advisors
California
$134K
FFA
236
Farther Finance Advisors
California
$132K
CAM
237
Clarity Asset Management
Iowa
$125K
FGC
238
Financial Gravity Companies
Texas
$124K
M
239
MOTCO
Texas
$111K
MBFW
240
Morton Brown Family Wealth
Pennsylvania
$108K
AA
241
Ancora Advisors
Ohio
$108K
RPCA
242
Running Point Capital Advisors
California
$103K
PWM
243
Parkworth Wealth Management
California
$100K
VWA
244
VSM Wealth Advisory
Maryland
$98.6K
US Bancorp
245
US Bancorp
Minnesota
$91.6K
AWM
246
AE Wealth Management
Kansas
$84.5K
CT
247
Clearstead Trust
Maine
$79.1K
AWM
248
AllSquare Wealth Management
New York
$77.5K
CCMI
249
Creative Capital Management Investments
California
$75.3K
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.3K