We are live on ! Find out more
SUSB icon

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
CAL
276
Capital Analysts LLC
Pennsylvania
$17K -$24.6K -989 -60%
GWSG
277
GPS Wealth Strategies Group
Colorado
$16.9K
SW
278
SoFi Wealth
California
$15.5K +$14K +564 +1,044%
YAL
279
Your Advocates Ltd
Texas
$11.8K
PS
280
Principal Securities
Iowa
$10.5K
RPA
281
Redwood Park Advisors
California
$9.95K
CA
282
CoreCap Advisors
Michigan
$9.3K
GWP
283
Gen-Wealth Partners
Michigan
$8.87K +$8.81K +355 New
SWM
284
Spire Wealth Management
Virginia
$7.47K
TCM
285
Tradewinds Capital Management
Washington
$5.07K +$273 +11 +6%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$5K
NB
287
NBT Bank
New York
$4.15K
CMP
288
Coston McIsaac & Partners
Maine
$4K +$50 +2 +1%
TLA
289
Tanglewood Legacy Advisors
Texas
$3.07K +$3.05K +123 New
HDIM
290
Hanson & Doremus Investment Management
Vermont
$3K
RF
291
Rossby Financial
Florida
$2.38K +$2.36K +95 New
CB
292
Community Bank
New York
$1.87K
Fidelity Investments
293
Fidelity Investments
Massachusetts
$1.83K -$1.02K -41 -36%
DRP
294
Decker Retirement Planning
Utah
$1.72K
AAP
295
Arax Advisory Partners
Colorado
$1.6K +$1.59K +64 New
WCM
296
Winthrop Capital Management
Indiana
$1K
SAM
297
Smartleaf Asset Management
Massachusetts
$349 +$348 +14 New
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$200 +$199 +8 New
EP
299
Essential Planning
New Hampshire
-$11.1M -446,935 Closed
EFP
300
Elser Financial Planning
Indiana
-$6.53M -264,543 Closed