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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M 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, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$7.61M
IWM
27
Integris Wealth Management
California
$7.04M
II
28
Impact Investors
California
$6.76M
Bank of America
29
Bank of America
North Carolina
$6.53M
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$5.97M
AC
31
Apella Capital
Connecticut
$5.45M
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.43M
NCM
33
Northland Capital Management
Minnesota
$5.04M
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.92M
CCM
35
Colorado Capital Management
Colorado
$4.74M
MG
36
Mather Group
Illinois
$4.63M
HI
37
Harbour Investments
Wisconsin
$4.35M
AFA
38
Arlington Financial Advisors
California
$4.27M
SI
39
Seeds Investor
New York
$4.09M
DAS
40
Dynamic Advisor Solutions
Arizona
$3.79M
BMC
41
Bear Mountain Capital
Washington
$3.75M
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.72M
PL
43
Plancorp LLC
Missouri
$3.68M
AI
44
Accredited Investors
Minnesota
$3.63M
KFAA
45
Klaas Financial Asset Advisors
Illinois
$3.52M
KWA
46
Kondo Wealth Advisors
California
$3.33M
FCM
47
Fortis Capital Management
Washington
$3.24M
COCM
48
Charter Oak Capital Management
New Hampshire
$3.24M
I
49
IMPACTfolio
Colorado
$3.21M
SG
50
Stanich Group
New York
$3.19M