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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
HDIM
301
Hanson & Doremus Investment Management
Vermont
$3K
CB
302
Community Bank
New York
$1.89K
AAP
303
Arax Advisory Partners
Colorado
$1.62K +$1.62K +64 New
CFD
304
Creative Financial Designs
Indiana
$1.21K
GI
305
GAMMA Investing
California
$404 +$404 +16 New
Russell Investments Group
306
Russell Investments Group
United Kingdom
$50 +$51 +2 New
SG
307
Stanich Group
New York
-$2.35M -92,752 Closed
VA
308
VestGen Advisors
Illinois
-$607K -23,997 Closed
FTUS
309
Flow Traders U.S.
New York
-$562K -22,208 Closed
TW
310
Traveka Wealth
California
-$452K -17,852 Closed
RF
311
RHS Financial
California
-$411K -16,253 Closed
EPM
312
Elm Partners Management
Pennsylvania
-$274K -10,819 Closed
OIA
313
OneDigital Investment Advisors
Kansas
-$261K -10,317 Closed
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
-$256K -10,111 Closed
AA
315
Alesco Advisors
New York
-$249K -9,839 Closed
P
316
&Partners
Tennessee
-$207K -8,196 Closed
PAS
317
Park Avenue Securities
New York
-$201K -7,943 Closed
HPC
318
HM Payson & Co
Maine
-$162K -6,400 Closed
GFWA
319
Grey Fox Wealth Advisors
Delaware
-$107K -4,230 Closed
SC
320
SouthState Corp
Florida
-$45K -1,777 Closed
GWSG
321
GPS Wealth Strategies Group
Colorado
-$20.6K -813 Closed
PS
322
Principal Securities
Iowa
-$12.7K -501 Closed
AF
323
Alerus Financial
North Dakota
-$11.4K -452 Closed
AIC
324
Archer Investment Corporation
Indiana
-$2.02K -80 Closed
SA
325
Scarborough Advisors
Maryland
-$486 -19 Closed