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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

291 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EPW
226
Evergreen Private Wealth
Colorado
$177K +$13K +516 +8%
AAS
227
Ameritas Advisory Services
Nebraska
$174K -$202K -8,015 -54%
AIA
228
Armor Investment Advisors
North Carolina
$174K
FF
229
Finley Financial
Nevada
$155K
SPIA
230
Steward Partners Investment Advisory
New York
$149K -$6.29K -250 -4%
ACA
231
American Capital Advisory
Idaho
$148K
HBT
232
Hills Bank & Trust
Iowa
$140K +$16.7K +664 +14%
WOSD
233
WFA of San Diego
California
$138K +$138K +5,501 New
FRA
234
Front Row Advisors
California
$134K
FFA
235
Farther Finance Advisors
California
$132K +$32.3K +1,283 +32%
CAM
236
Clarity Asset Management
Iowa
$125K -$1.71K -68 -1%
FGC
237
Financial Gravity Companies
Texas
$124K +$124K +4,916 New
M
238
MOTCO
Texas
$111K +$26.5K +1,056 +32%
MBFW
239
Morton Brown Family Wealth
Pennsylvania
$108K +$4.66K +185 +5%
AA
240
Ancora Advisors
Ohio
$108K
RPCA
241
Running Point Capital Advisors
California
$103K
PWM
242
Parkworth Wealth Management
California
$100K +$1.08K +43 +1%
VWA
243
VSM Wealth Advisory
Maryland
$98.6K +$8.78K +349 +10%
US Bancorp
244
US Bancorp
Minnesota
$91.6K -$557K -22,121 -86%
AWM
245
AE Wealth Management
Kansas
$84.5K -$25 -1 -0%
CT
246
Clearstead Trust
Maine
$79.1K +$79.1K +3,144 New
AWM
247
AllSquare Wealth Management
New York
$77.5K
CCMI
248
Creative Capital Management Investments
California
$75.3K -$306K -12,175 -80%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.3K
GC
250
Gould Capital
Washington
$73.2K