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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$8.59M
II
27
Impact Investors
California
$7.56M
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.08M
IWM
29
Integris Wealth Management
California
$6.74M
Bank of America
30
Bank of America
North Carolina
$6.68M
I
31
IMPACTfolio
Colorado
$5.87M
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.71M
AC
33
Apella Capital
Connecticut
$5.67M
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$5.15M
CCM
35
Colorado Capital Management
Colorado
$5.12M
NCM
36
Northland Capital Management
Minnesota
$4.67M
HI
37
Harbour Investments
Wisconsin
$4.47M
AFA
38
Arlington Financial Advisors
California
$4.1M
AI
39
Accredited Investors
Minnesota
$4.09M
BMC
40
Bear Mountain Capital
Washington
$3.93M
SI
41
Seeds Investor
New York
$3.91M
MG
42
Mather Group
Illinois
$3.89M
PL
43
Plancorp LLC
Missouri
$3.71M
KFAA
44
Klaas Financial Asset Advisors
Illinois
$3.6M
DAS
45
Dynamic Advisor Solutions
Arizona
$3.53M
Corient Private Wealth
46
Corient Private Wealth
Florida
$3.39M
COCM
47
Charter Oak Capital Management
New Hampshire
$3.36M
CWD
48
Clarity Wealth Development
Oregon
$3.04M
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2.94M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$2.9M