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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

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
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
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 -$2.07K -83 -22%
GWP
278
Gen-Wealth Partners
Michigan
$7.27K -$1.65K -66 -19%
TCM
279
Tradewinds Capital Management
Washington
$5.71K +$598 +24 +12%
IA
280
IFP Advisors
Florida
$5.47K -$12.2K -489 -69%
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$5.03K
TPWA
282
Twin Peaks Wealth Advisors
California
$4.21K +$4.16K +167 New
NB
283
NBT Bank
New York
$4.18K
CMP
284
Coston McIsaac & Partners
Maine
$4K +$25 +1 +0.6%
TLA
285
Tanglewood Legacy Advisors
Texas
$3.1K
HDIM
286
Hanson & Doremus Investment Management
Vermont
$3K
Fidelity Investments
287
Fidelity Investments
Massachusetts
$2.26K +$424 +17 +23%
BNP Paribas Financial Markets
288
BNP Paribas Financial Markets
France
$2.21K +$2K +80 +1,000%
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 +$474 +19 New
FCM
293
Fortis Capital Management
Washington
-$3.24M -129,780 Closed
SG
294
Stanich Group
New York
-$3.19M -127,799 Closed
Citadel Advisors
295
Citadel Advisors
Florida
-$917K -36,702 Closed
DAS
296
Diversify Advisory Services
Utah
-$415K -16,564 Closed
HF
297
HRT Financial
New York
-$411K -16,456 Closed
ATWA
298
Arbor Trust Wealth Advisors
Michigan
-$386K -15,429 Closed
MPIM
299
McGinn Penninger Investment Management
Virginia
-$312K -12,467 Closed
MHC
300
May Hill Capital
Massachusetts
-$285K -11,410 Closed

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.