We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
276
CVA Family Office
Colorado
$19.7K
WP
277
WealthShield Partners
North Carolina
$19K -$1.14K -45 -6%
MNA
278
Manning & Napier Advisors
New York
$18.9K +$1.9K +75 +11%
TCM
279
Triumph Capital Management
Colorado
$17.5K +$17.5K +694 New
BlackRock
280
BlackRock
New York
$15.4K -$1.67K -66 -10%
DIP
281
DT Investment Partners
Pennsylvania
$14.9K -$13.1K -518 -47%
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$13.9K +$8.84K +350 +175%
YAL
283
Your Advocates Ltd
Texas
$13.6K +$1.77K +70 +15%
GWM
284
Geneos Wealth Management
Colorado
$10.1K -$6.72K -266 -40%
WCM
285
Winthrop Capital Management
Indiana
$9K
TFA
286
Transamerica Financial Advisors
Florida
$8.95K +$7.17K +284 +400%
SAM
287
Smartleaf Asset Management
Massachusetts
$7.78K
RFP
288
Root Financial Partners
California
$7.6K +$7.6K +301 New
SWM
289
Spire Wealth Management
Virginia
$7.55K
CA
290
CoreCap Advisors
Michigan
$7.29K
TBFA
291
Three Bearings Fiduciary Advisors
New Hampshire
$6.96K +$6.95K +275 New
TCM
292
Tradewinds Capital Management
Washington
$6.76K +$25 +1 +0.4%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$4.88K +$733 +29 +18%
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
$4.8K +$3.03K +120 +171%
GWP
295
Gen-Wealth Partners
Michigan
$4.47K -$2.83K -112 -39%
NB
296
NBT Bank
New York
$4.19K
GRP
297
Global Retirement Partners
California
$4.01K +$632 +25 +19%
CMP
298
Coston McIsaac & Partners
Maine
$4K +$76 +3 +2%
EW
299
Elyxium Wealth
California
$3.67K +$3.69K +146 New
TLA
300
Tanglewood Legacy Advisors
Texas
$3.1K