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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
DWM
26
Destination Wealth Management
California
$9.05M +$143K +5,690 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$8.85M -$1.07M -42,568 -11%
Financial Engines Advisors
28
Financial Engines Advisors
California
$8.21M -$246K -9,776 -3%
IWM
29
Integris Wealth Management
California
$7.13M +$266K +10,554 +4%
AC
30
Apella Capital
Connecticut
$7.08M +$537K +21,294 +8%
Fisher Asset Management
31
Fisher Asset Management
Washington
$6.96M +$459K +18,224 +7%
EFP
32
Elser Financial Planning
Indiana
$6.8M +$6.87M +272,382 New
CCM
33
Colorado Capital Management
Colorado
$6.45M +$312K +12,376 +5%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$6.36M +$258K +10,241 +4%
Bank of America
35
Bank of America
North Carolina
$6.26M -$335K -13,297 -5%
II
36
Impact Investors
California
$6.08M +$791K +31,386 +15%
Osaic Holdings
37
Osaic Holdings
Arizona
$4.83M +$2.85M +113,040 +142%
MG
38
Mather Group
Illinois
$4.77M +$221K +8,754 +5%
AFA
39
Arlington Financial Advisors
California
$4.47M +$466K +18,478 +12%
I
40
IMPACTfolio
Colorado
$4.43M +$261K +10,360 +6%
SI
41
Seeds Investor
New York
$4.37M +$147K +5,814 +3%
AI
42
Accredited Investors
Minnesota
$3.93M -$1.01M -39,982 -20%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.87M +$2.98M +118,124 +326%
BMC
44
Bear Mountain Capital
Washington
$3.87M +$112K +4,440 +3%
BC
45
Brio Consultants
California
$3.72M +$555K +22,011 +17%
Corient Private Wealth
46
Corient Private Wealth
Florida
$3.7M -$3.48M -138,133 -48%
PL
47
Plancorp LLC
Missouri
$3.69M
HI
48
Harbour Investments
Wisconsin
$3.58M -$75.8K -3,007 -2%
FT
49
Fiduciary Trust
Massachusetts
$3.53M +$228K +9,058 +7%
COCM
50
Charter Oak Capital Management
New Hampshire
$3.46M -$158K -6,285 -4%