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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M 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, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
301
Flow Traders U.S.
New York
HHGA
302
Halbert Hargrove Global Advisors
California
HGWM
303
Horst & Graben Wealth Management
Oregon
SHJ
304
Sharkey, Howes & Javer
Colorado
MCWS
305
McKinley Carter Wealth Services
West Virginia
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
SWM
307
SigFig Wealth Management
California
FAIM
308
Financial Advocates Investment Management
Washington
RA
309
RFG Advisory
Alabama
WIA
310
World Investment Advisors
California
TC
311
TownSquare Capital
Utah
CFGS
312
Concourse Financial Group Securities
Alabama
APW
313
Austin Private Wealth
Texas
KLI
314
Kelman-Lazarov Inc
Tennessee
LIA
315
LifePlan Investment Advisors
North Carolina
OWCM
316
One Wealth Capital Management
Arizona
PA
317
PFG Advisors
Arizona
MWA
318
Martel Wealth Advisors
Washington
MOS
319
MGO One Seven
Ohio
EWA
320
EverSource Wealth Advisors
Alabama
VHAM
321
Van Hulzen Asset Management
California
Deutsche Bank
322
Deutsche Bank
Germany
OC
323
Oarsman Capital
Wisconsin
FHA
324
First Horizon Advisors
Tennessee
JWA
325
JFS Wealth Advisors
Pennsylvania