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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 88

3% more capital invested

Capital invested by funds: $720M → $741M (+$20.7M)

1% more funds holding

Funds holding: 306309 (+3)

0.66% more ownership

Funds ownership: 68.04%68.7% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
141
Reduced
88
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
301
Tanglewood Legacy Advisors
Texas
$3.08K
HDIM
302
Hanson & Doremus Investment Management
Vermont
$3K
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$2.26K -$2.52K -100 -53%
GWP
304
Gen-Wealth Partners
Michigan
$1.96K -$2.5K -99 -56%
CB
305
Community Bank
New York
$1.88K
AAP
306
Arax Advisory Partners
Colorado
$1.6K
CFD
307
Creative Financial Designs
Indiana
$952 -$252 -10 -21%
CIAS
308
Capital Investment Advisory Services
North Carolina
$376 +$378 +15 New
Russell Investments Group
309
Russell Investments Group
United Kingdom
$50
KFAA
310
Klaas Financial Asset Advisors
Illinois
-$3.46M -136,936 Closed
VFA
311
Valeo Financial Advisors
Indiana
-$1.19M -46,989 Closed
WT
312
Whittier Trust
California
-$512K -20,261 Closed
Bank Julius Baer & Co
313
Bank Julius Baer & Co
Switzerland
-$374K -14,800 Closed
Betterment LLC
314
Betterment LLC
New York
-$339K -13,447 Closed
AFG
315
Atomi Financial Group
New York
-$263K -10,419 Closed
CCM
316
Coldstream Capital Management
Washington
-$201K -7,982 Closed
FHA
317
Flagship Harbor Advisors
Massachusetts
-$138K -5,469 Closed
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$74.5K -2,953 Closed
CT
319
Clearstead Trust
Maine
-$39.7K -1,572 Closed
CIA
320
Cape Investment Advisory
Georgia
-$27.3K -1,081 Closed
EW
321
Elyxium Wealth
California
-$3.67K -146 Closed
GI
322
GAMMA Investing
California
-$404 -16 Closed