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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$83.9K -$34.7K -1,396 -29%
M
252
MOTCO
Texas
$83.8K +$37K +1,490 +80%
AF
253
Advisornet Financial
Minnesota
$81.3K +$2.73K +110 +3%
AWM
254
AllSquare Wealth Management
New York
$77K
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.8K
GC
256
Gould Capital
Washington
$72.6K +$6.16K +248 +9%
CCM
257
Coldstream Capital Management
Washington
$59.5K +$59.1K +2,379 New
Jones Financial Companies
258
Jones Financial Companies
Missouri
$51.3K +$33K +1,329 +183%
S
259
Sachetta
Massachusetts
$43.6K -$48.7K -1,961 -53%
FVIM
260
Fort Vancouver Investment Management
Washington
$42.3K +$1.81K +73 +5%
BSB
261
Bangor Savings Bank
Maine
$42K
CFD
262
Creative Financial Designs
Indiana
$41.9K -$968 -39 -2%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$36.3K
AG
264
AmeriFlex Group
Nevada
$35.8K +$248 +10 +0.7%
FWA
265
FSC Wealth Advisors
New York
$29.2K +$29K +1,169 New
CIA
266
Cape Investment Advisory
Georgia
$27K
BlackRock
267
BlackRock
New York
$26K -$26.7K -1,076 -51%
Citigroup
268
Citigroup
New York
$25K
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$24.5K -$127K -5,128 -84%
T
270
Transce3nd
Texas
$23.2K -$12.7K -512 -36%
DIP
271
DT Investment Partners
Pennsylvania
$20.5K +$1.27K +51 +7%
WP
272
WealthShield Partners
North Carolina
$20K
CFO
273
CVA Family Office
Colorado
$19.5K
PWA
274
Physician Wealth Advisors
Utah
$19.2K +$124 +5 +0.7%
IA
275
IFP Advisors
Florida
$17.7K +$12.8K +517 +272%