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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

291 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
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
124
Reduced
105
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
IMPACTfolio
Colorado
$5.87M
3
EWA
EP Wealth Advisors
California
$11.8M
4
FTUS
Flow Traders U.S.
New York
$1.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.55M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
Goldman Sachs
New York
$77.7M
3
FCM
Fortis Capital Management
Washington
$0
4
SG
Stanich Group
New York
$0
5
EB
Eastern Bank
Massachusetts
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$8.59M +$192K +7,619 +2%
II
27
Impact Investors
California
$7.56M +$751K +29,851 +11%
Financial Engines Advisors
28
Financial Engines Advisors
California
$7.08M -$582K -23,106 -8%
IWM
29
Integris Wealth Management
California
$6.74M -$352K -13,982 -5%
Bank of America
30
Bank of America
North Carolina
$6.68M +$104K +4,129 +2%
I
31
IMPACTfolio
Colorado
$5.87M +$2.64M +104,754 +82%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.71M +$245K +9,729 +4%
AC
33
Apella Capital
Connecticut
$5.67M +$171K +6,854 +3%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$5.15M +$198K +7,862 +4%
CCM
35
Colorado Capital Management
Colorado
$5.12M +$350K +13,885 +7%
NCM
36
Northland Capital Management
Minnesota
$4.67M -$398K -15,822 -8%
HI
37
Harbour Investments
Wisconsin
$4.47M +$90.9K +3,612 +2%
AFA
38
Arlington Financial Advisors
California
$4.1M -$197K -7,813 -5%
AI
39
Accredited Investors
Minnesota
$4.09M +$433K +17,218 +12%
BMC
40
Bear Mountain Capital
Washington
$3.93M +$179K +7,121 +5%
SI
41
Seeds Investor
New York
$3.91M -$209K -8,313 -5%
MG
42
Mather Group
Illinois
$3.89M -$777K -30,886 -17%
Corient Private Wealth
43
Corient Private Wealth
Florida
$3.73M -$18.1K -719 -0.5%
PL
44
Plancorp LLC
Missouri
$3.71M – – –
KFAA
45
Klaas Financial Asset Advisors
Illinois
$3.6M +$52.5K +2,087 +1%
DAS
46
Dynamic Advisor Solutions
Arizona
$3.53M -$290K -11,504 -8%
COCM
47
Charter Oak Capital Management
New Hampshire
$3.36M +$93K +3,695 +3%
CWD
48
Clarity Wealth Development
Oregon
$3.04M +$172K +6,829 +6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2.94M +$220K +8,731 +8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$2.9M +$28.4K +1,134 +1%
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