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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Gould Capital
Washington
$73.2K
Jones Financial Companies
252
Jones Financial Companies
Missouri
$58.9K
FVIM
253
Fort Vancouver Investment Management
Washington
$44.2K
S
254
Sachetta
Massachusetts
$43.9K
BSB
255
Bangor Savings Bank
Maine
$42.3K
CFD
256
Creative Financial Designs
Indiana
$38.7K
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$37K
AG
258
AmeriFlex Group
Nevada
$36.4K
SW
259
SoFi Wealth
California
$28.7K
CIA
260
Cape Investment Advisory
Georgia
$27.2K
Citigroup
261
Citigroup
New York
$25.2K
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$24.5K
DIP
263
DT Investment Partners
Pennsylvania
$22.9K
T
264
Transce3nd
Texas
$22.7K
BlackRock
265
BlackRock
New York
$20.9K
WP
266
WealthShield Partners
North Carolina
$20.1K
CFO
267
CVA Family Office
Colorado
$19.7K
PWA
268
Physician Wealth Advisors
Utah
$19.5K
GWSG
269
GPS Wealth Strategies Group
Colorado
$17K
CAL
270
Capital Analysts LLC
Pennsylvania
$13K
PS
271
Principal Securities
Iowa
$12.6K
GRP
272
Global Retirement Partners
California
$12.2K
YAL
273
Your Advocates Ltd
Texas
$11.8K
GWM
274
Geneos Wealth Management
Colorado
$10.1K
SAM
275
Smartleaf Asset Management
Massachusetts
$7.74K