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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

289 hedge funds and large institutions have $664M 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.

Holders
289
Holders Change
-9
Holders Change %
-3.02%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
123
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
26
Destination Wealth Management
California
$8.59M 341,472 +7,619 +2%
II
27
Impact Investors
California
$7.56M 300,236 +29,851 +11%
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.08M 281,233 -23,106 -8%
IWM
29
Integris Wealth Management
California
$6.74M 267,597 -13,982 -5%
Bank of America
30
Bank of America
North Carolina
$6.68M 265,393 +4,129 +2%
I
31
IMPACTfolio
Colorado
$5.87M 233,048 +104,754 +82%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.71M 226,945 +9,729 +4%
AC
33
Apella Capital
Connecticut
$5.67M 226,647 +6,854 +3%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$5.15M 204,568 +7,862 +4%
CCM
35
Colorado Capital Management
Colorado
$5.12M 203,488 +13,885 +7%
NCM
36
Northland Capital Management
Minnesota
$4.67M 185,722 -15,822 -8%
HI
37
Harbour Investments
Wisconsin
$4.47M 177,521 +3,612 +2%
AFA
38
Arlington Financial Advisors
California
$4.1M 163,051 -7,813 -5%
AI
39
Accredited Investors
Minnesota
$4.09M 162,491 +17,218 +12%
BMC
40
Bear Mountain Capital
Washington
$3.93M 156,788 +7,121 +5%
SI
41
Seeds Investor
New York
$3.91M 155,199 -8,313 -5%
MG
42
Mather Group
Illinois
$3.89M 154,483 -30,886 -17%
Corient Private Wealth
43
Corient Private Wealth
Florida
$3.73M 148,214 -719 -0.5%
PL
44
Plancorp LLC
Missouri
$3.71M 147,281
KFAA
45
Klaas Financial Asset Advisors
Illinois
$3.6M 142,972 +2,087 +1%
DAS
46
Dynamic Advisor Solutions
Arizona
$3.53M 140,343 -11,504 -8%
COCM
47
Charter Oak Capital Management
New Hampshire
$3.36M 133,360 +3,695 +3%
CWD
48
Clarity Wealth Development
Oregon
$3.04M 120,767 +6,829 +6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2.94M 116,674 +8,731 +8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$2.9M 115,992 +1,134 +1%