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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 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

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

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
-6
Holders Change %
-2.01%
% of All Funds
3.84%
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
Change in
Stake
EPW
226
Evergreen Private Wealth
Colorado
$177K +$12.9K +516 +8%
AAS
227
Ameritas Advisory Services
Nebraska
$174K -$200K -8,015 -54%
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 -$6.23K -250 -4%
ACA
232
American Capital Advisory
Idaho
$148K
HBT
233
Hills Bank & Trust
Iowa
$140K +$16.6K +664 +14%
WOSD
234
WFA of San Diego
California
$138K +$137K +5,501 New
FRA
235
Front Row Advisors
California
$134K
FFA
236
Farther Finance Advisors
California
$132K +$32K +1,283 +32%
CAM
237
Clarity Asset Management
Iowa
$125K -$1.7K -68 -1%
FGC
238
Financial Gravity Companies
Texas
$124K +$123K +4,916 New
M
239
MOTCO
Texas
$111K +$26.3K +1,056 +32%
MBFW
240
Morton Brown Family Wealth
Pennsylvania
$108K +$4.61K +185 +5%
AA
241
Ancora Advisors
Ohio
$108K
RPCA
242
Running Point Capital Advisors
California
$103K
PWM
243
Parkworth Wealth Management
California
$100K +$1.07K +43 +1%
VWA
244
VSM Wealth Advisory
Maryland
$98.6K +$8.7K +349 +10%
US Bancorp
245
US Bancorp
Minnesota
$91.6K -$552K -22,121 -86%
AWM
246
AE Wealth Management
Kansas
$84.5K -$25 -1 -0%
CT
247
Clearstead Trust
Maine
$79.1K +$78.4K +3,144 New
AWM
248
AllSquare Wealth Management
New York
$77.5K
CCMI
249
Creative Capital Management Investments
California
$75.3K -$304K -12,175 -80%
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.3K

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.