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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
SWM
276
Spire Wealth Management
Virginia
$7.53K
CA
277
CoreCap Advisors
Michigan
$7.27K
GWP
278
Gen-Wealth Partners
Michigan
$7.27K
TCM
279
Tradewinds Capital Management
Washington
$5.71K
IA
280
IFP Advisors
Florida
$5.47K
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$5.03K
TPWA
282
Twin Peaks Wealth Advisors
California
$4.21K
NB
283
NBT Bank
New York
$4.18K
CMP
284
Coston McIsaac & Partners
Maine
$4K
TLA
285
Tanglewood Legacy Advisors
Texas
$3.1K
HDIM
286
Hanson & Doremus Investment Management
Vermont
$3K
Fidelity Investments
287
Fidelity Investments
Massachusetts
$2.26K
BNP Paribas Financial Markets
288
BNP Paribas Financial Markets
France
$2.21K
CB
289
Community Bank
New York
$1.89K
AAP
290
Arax Advisory Partners
Colorado
$1.61K
WCM
291
Winthrop Capital Management
Indiana
$1K
SA
292
Scarborough Advisors
Maryland
$478
FCM
293
Fortis Capital Management
Washington
SG
294
Stanich Group
New York
Citadel Advisors
295
Citadel Advisors
Florida
DAS
296
Diversify Advisory Services
Utah
HF
297
HRT Financial
New York
ATWA
298
Arbor Trust Wealth Advisors
Michigan
MPIM
299
McGinn Penninger Investment Management
Virginia
MHC
300
May Hill Capital
Massachusetts