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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
American Capital Advisory
Idaho
$149K
AIA
227
Armor Investment Advisors
North Carolina
$146K -$28.6K -1,134 -16%
WOSD
228
WFA of San Diego
California
$139K
FRA
229
Front Row Advisors
California
$135K
CAM
230
Clarity Asset Management
Iowa
$127K +$1.39K +55 +1%
FGAM
231
Financial Gravity Asset Management
Texas
$124K +$123K +4,881 New
M
232
MOTCO
Texas
$123K +$11.4K +453 +10%
VWA
233
VSM Wealth Advisory
Maryland
$115K +$16K +635 +16%
MBFW
234
Morton Brown Family Wealth
Pennsylvania
$109K +$353 +14 +0.3%
GFWA
235
Grey Fox Wealth Advisors
Delaware
$107K +$107K +4,230 New
RPCA
236
Running Point Capital Advisors
California
$103K
AA
237
Ancora Advisors
Ohio
$95.7K -$12.6K -500 -12%
US Bancorp
238
US Bancorp
Minnesota
$95.4K +$3.3K +131 +4%
CAL
239
Capital Analysts LLC
Pennsylvania
$92K +$77.8K +3,089 +577%
AWM
240
AllSquare Wealth Management
New York
$78K
CCMI
241
Creative Capital Management Investments
California
$75.7K
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.7K
AG
243
AmeriFlex Group
Nevada
$74K +$37.2K +1,477 +102%
GC
244
Gould Capital
Washington
$73.6K
Jones Financial Companies
245
Jones Financial Companies
Missouri
$64.8K +$5.62K +223 +10%
RF
246
Rossby Financial
Florida
$62.5K +$62.3K +2,474 New
AWM
247
AE Wealth Management
Kansas
$51.8K -$33K -1,309 -39%
SC
248
SouthState Corp
Florida
$45K +$44.8K +1,777 New
FVIM
249
Fort Vancouver Investment Management
Washington
$44.5K
S
250
Sachetta
Massachusetts
$44.1K