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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$209K
BCI
227
Brinker Capital Investments
Pennsylvania
$209K
AF
228
Amara Financial
California
$208K
P
229
&Partners
Tennessee
$206K
CA
230
CWC Advisors
Oregon
$206K
FPF
231
First Pacific Financial
Washington
$203K
Cerity Partners
232
Cerity Partners
New York
$200K
Comerica Bank
233
Comerica Bank
Texas
$190K
PTC
234
Private Trust Company
Ohio
$181K
AIA
235
Armor Investment Advisors
North Carolina
$173K
EPW
236
Evergreen Private Wealth
Colorado
$163K
HPC
237
HM Payson & Co
Maine
$160K
SPIA
238
Steward Partners Investment Advisory
New York
$154K
FF
239
Finley Financial
Nevada
$154K
ACA
240
American Capital Advisory
Idaho
$147K
FRA
241
Front Row Advisors
California
$133K
CAM
242
Clarity Asset Management
Iowa
$125K
HBT
243
Hills Bank & Trust
Iowa
$123K
FGAM
244
Financial Gravity Asset Management
Texas
$122K
AA
245
Ancora Advisors
Ohio
$107K
MBFW
246
Morton Brown Family Wealth
Pennsylvania
$103K
RPCA
247
Running Point Capital Advisors
California
$102K
FFA
248
Farther Finance Advisors
California
$99.2K
PWM
249
Parkworth Wealth Management
California
$98.4K
VWA
250
VSM Wealth Advisory
Maryland
$89.2K