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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
BSB
251
Bangor Savings Bank
Maine
$42.5K
CT
252
Clearstead Trust
Maine
$39.8K -$39.6K -1,572 -50%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$37.2K
SW
254
SoFi Wealth
California
$35.8K +$6.93K +275 +24%
DIP
255
DT Investment Partners
Pennsylvania
$28.1K +$5.04K +200 +22%
CIA
256
Cape Investment Advisory
Georgia
$27.4K
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$25.7K +$1.06K +42 +4%
Citigroup
258
Citigroup
New York
$25.3K
GWSG
259
GPS Wealth Strategies Group
Colorado
$20.6K +$3.42K +136 +20%
WP
260
WealthShield Partners
North Carolina
$20.2K
PWA
261
Physician Wealth Advisors
Utah
$19.8K +$201 +8 +1%
CFO
262
CVA Family Office
Colorado
$19.8K
BlackRock
263
BlackRock
New York
$17.1K -$3.95K -157 -19%
MNA
264
Manning & Napier Advisors
New York
$17.1K +$17K +674 New
GWM
265
Geneos Wealth Management
Colorado
$16.9K +$6.7K +266 +67%
PS
266
Principal Securities
Iowa
$12.7K
YAL
267
Your Advocates Ltd
Texas
$11.9K
AF
268
Alerus Financial
North Dakota
$11.4K +$11.4K +452 New
WCM
269
Winthrop Capital Management
Indiana
$9K +$8.16K +324 +790%
SAM
270
Smartleaf Asset Management
Massachusetts
$7.79K
SWM
271
Spire Wealth Management
Virginia
$7.57K
CA
272
CoreCap Advisors
Michigan
$7.32K
GWP
273
Gen-Wealth Partners
Michigan
$7.32K
TCM
274
Tradewinds Capital Management
Washington
$6.76K +$1.01K +40 +18%
IA
275
IFP Advisors
Florida
$5.52K