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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$7.61M +$234K +9,414 +3%
IWM
27
Integris Wealth Management
California
$7.04M +$56K +2,257 +0.8%
II
28
Impact Investors
California
$6.76M +$1.96M +78,794 +41%
Bank of America
29
Bank of America
North Carolina
$6.53M -$12.2K -491 -0.2%
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$5.97M +$527K +21,230 +10%
AC
31
Apella Capital
Connecticut
$5.45M -$6.16K -248 -0.1%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.43M +$699K +28,178 +15%
NCM
33
Northland Capital Management
Minnesota
$5.04M +$1.62M +65,263 +48%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.92M +$230K +9,268 +5%
CCM
35
Colorado Capital Management
Colorado
$4.74M +$673K +27,109 +17%
MG
36
Mather Group
Illinois
$4.63M +$203K +8,158 +5%
HI
37
Harbour Investments
Wisconsin
$4.35M +$109K +4,401 +3%
AFA
38
Arlington Financial Advisors
California
$4.27M +$50.5K +2,033 +1%
SI
39
Seeds Investor
New York
$4.09M +$243K +9,797 +6%
DAS
40
Dynamic Advisor Solutions
Arizona
$3.79M -$1.8M -72,337 -32%
BMC
41
Bear Mountain Capital
Washington
$3.75M -$167K -6,744 -4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.72M +$827K +33,328 +29%
PL
43
Plancorp LLC
Missouri
$3.68M
AI
44
Accredited Investors
Minnesota
$3.63M +$1.29M +51,793 +55%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$3.52M -$3.77K -152 -0.1%
KWA
46
Kondo Wealth Advisors
California
$3.33M -$429K -17,299 -11%
FCM
47
Fortis Capital Management
Washington
$3.24M +$1.53M +61,811 +91%
COCM
48
Charter Oak Capital Management
New Hampshire
$3.24M +$154K +6,199 +5%
I
49
IMPACTfolio
Colorado
$3.21M +$335K +13,501 +12%
SG
50
Stanich Group
New York
$3.19M +$357K +14,362 +13%