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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$8.73M +$84.8K +3,368 +1%
Financial Engines Advisors
27
Financial Engines Advisors
California
$7.66M +$536K +21,294 +8%
IWM
28
Integris Wealth Management
California
$6.86M +$90.8K +3,605 +1%
Bank of America
29
Bank of America
North Carolina
$6.56M -$161K -6,396 -2%
Fisher Asset Management
30
Fisher Asset Management
Washington
$6.11M +$367K +14,591 +6%
AC
31
Apella Capital
Connecticut
$5.95M +$203K +8,057 +4%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$5.55M +$368K +14,595 +7%
CCM
33
Colorado Capital Management
Colorado
$5.38M +$223K +8,859 +4%
NCM
34
Northland Capital Management
Minnesota
$4.71M +$14.1K +558 +0.3%
HI
35
Harbour Investments
Wisconsin
$4.56M +$67.7K +2,687 +2%
II
36
Impact Investors
California
$4.41M -$3.17M -125,849 -42%
AI
37
Accredited Investors
Minnesota
$4.36M +$242K +9,602 +6%
AFA
38
Arlington Financial Advisors
California
$4.16M +$29.3K +1,165 +0.7%
MG
39
Mather Group
Illinois
$4.12M +$204K +8,103 +5%
SI
40
Seeds Investor
New York
$4.02M +$87.8K +3,488 +2%
BMC
41
Bear Mountain Capital
Washington
$3.74M -$236K -9,361 -6%
PL
42
Plancorp LLC
Missouri
$3.73M
I
43
IMPACTfolio
Colorado
$3.7M -$2.19M -86,936 -37%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$3.59M -$31.4K -1,245 -0.9%
COCM
45
Charter Oak Capital Management
New Hampshire
$3.59M +$209K +8,305 +6%
DAS
46
Dynamic Advisor Solutions
Arizona
$3.45M -$99.3K -3,944 -3%
Corient Private Wealth
47
Corient Private Wealth
Florida
$3.31M -$100K -3,971 -3%
OCM
48
One Capital Management
California
$3.11M +$230K +9,143 +8%
CWD
49
Clarity Wealth Development
Oregon
$3.05M -$10.5K -416 -0.3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$3M +$65.1K +2,583 +2%