We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
226
First Pacific Financial
Washington
$212K +$2.35K +93 +1%
BIA
227
Bigelow Investment Advisors
Maine
$209K +$209K +8,292 New
AB
228
ANB Bank
Colorado
$208K +$209K +8,259 New
Creative Planning
229
Creative Planning
Kansas
$208K +$3.08K +122 +1%
CA
230
CWC Advisors
Oregon
$208K +$1.52K +60 +0.7%
CCM
231
Coldstream Capital Management
Washington
$201K -$834 -33 -0.4%
PTC
232
Private Trust Company
Ohio
$183K
VWA
233
VSM Wealth Advisory
Maryland
$176K +$61.4K +2,429 +53%
EPW
234
Evergreen Private Wealth
Colorado
$171K +$4.24K +168 +3%
HBT
235
Hills Bank & Trust
Iowa
$169K +$3.51K +139 +2%
FF
236
Finley Financial
Nevada
$155K
CTWM
237
Cherry Tree Wealth Management
Minnesota
$154K -$111K -4,381 -42%
FRA
238
Front Row Advisors
California
$154K +$19.6K +775 +15%
SPIA
239
Steward Partners Investment Advisory
New York
$153K -$278 -11 -0.2%
ACA
240
American Capital Advisory
Idaho
$149K
BA
241
Blueline Advisors
New Hampshire
$142K +$142K +5,609 New
WOSD
242
WFA of San Diego
California
$139K
FHA
243
Flagship Harbor Advisors
Massachusetts
$138K +$138K +5,469 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$135K +$70.2K +2,778 +108%
M
245
MOTCO
Texas
$134K +$11.6K +458 +9%
CAM
246
Clarity Asset Management
Iowa
$127K +$960 +38 +0.8%
FGAM
247
Financial Gravity Asset Management
Texas
$123K +$101 +4 +0.1%
MBFW
248
Morton Brown Family Wealth
Pennsylvania
$118K +$9.42K +373 +9%
US Bancorp
249
US Bancorp
Minnesota
$116K +$20.7K +819 +22%
MWM
250
Mascoma Wealth Management
New Hampshire
$107K -$118K -4,683 -52%