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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
FTUS
301
Flow Traders U.S.
New York
-$1.93M -78,207 Closed
HHGA
302
Halbert Hargrove Global Advisors
California
-$1.65M -66,945 Closed
HGWM
303
Horst & Graben Wealth Management
Oregon
-$945K -38,276 Closed
SHJ
304
Sharkey, Howes & Javer
Colorado
-$721K -29,183 Closed
MCWS
305
McKinley Carter Wealth Services
West Virginia
-$669K -27,092 Closed
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
-$482K -19,534 Closed
SWM
307
SigFig Wealth Management
California
-$481K -19,470 Closed
FAIM
308
Financial Advocates Investment Management
Washington
-$403K -16,303 Closed
RA
309
RFG Advisory
Alabama
-$395K -15,977 Closed
WIA
310
World Investment Advisors
California
-$333K -13,480 Closed
TC
311
TownSquare Capital
Utah
-$314K -12,694 Closed
CFGS
312
Concourse Financial Group Securities
Alabama
-$289K -11,683 Closed
SA
313
Sanctuary Advisors
Indiana
-$271K -10,917 Closed
APW
314
Austin Private Wealth
Texas
-$255K -10,337 Closed
KLI
315
Kelman-Lazarov Inc
Tennessee
-$253K -10,243 Closed
LIA
316
LifePlan Investment Advisors
North Carolina
-$249K -10,071 Closed
OWCM
317
One Wealth Capital Management
Arizona
-$225K -9,094 Closed
PA
318
PFG Advisors
Arizona
-$222K -9,005 Closed
MWA
319
Martel Wealth Advisors
Washington
-$204K -8,267 Closed
MOS
320
MGO One Seven
Ohio
-$203K -8,238 Closed
EWA
321
EverSource Wealth Advisors
Alabama
-$173K -6,995 Closed
VHAM
322
Van Hulzen Asset Management
California
-$104K -4,214 Closed
Deutsche Bank
323
Deutsche Bank
Germany
-$94.9K -3,843 Closed
OC
324
Oarsman Capital
Wisconsin
-$57.1K -2,312 Closed
FHA
325
First Horizon Advisors
Tennessee
-$53.8K -2,178 Closed