We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$9.52M -$358K -14,166 -4%
DWM
27
Destination Wealth Management
California
$8.97M +$264K +10,469 +3%
Financial Engines Advisors
28
Financial Engines Advisors
California
$8.52M +$882K +34,897 +12%
Corient Private Wealth
29
Corient Private Wealth
Florida
$7.21M +$3.92M +155,020 +119%
IWM
30
Integris Wealth Management
California
$6.92M +$71.8K +2,844 +1%
Bank of America
31
Bank of America
North Carolina
$6.63M +$97.4K +3,856 +1%
AC
32
Apella Capital
Connecticut
$6.56M +$641K +25,390 +11%
Fisher Asset Management
33
Fisher Asset Management
Washington
$6.55M +$452K +17,902 +7%
CCM
34
Colorado Capital Management
Colorado
$6.18M +$821K +32,488 +15%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$6.15M +$619K +24,492 +11%
II
36
Impact Investors
California
$5.33M +$925K +36,599 +21%
AI
37
Accredited Investors
Minnesota
$4.97M +$627K +24,822 +14%
NCM
38
Northland Capital Management
Minnesota
$4.87M +$169K +6,690 +4%
MG
39
Mather Group
Illinois
$4.58M +$475K +18,801 +12%
SI
40
Seeds Investor
New York
$4.24M +$239K +9,464 +6%
I
41
IMPACTfolio
Colorado
$4.2M +$511K +20,224 +14%
AFA
42
Arlington Financial Advisors
California
$4.04M -$106K -4,177 -3%
BMC
43
Bear Mountain Capital
Washington
$3.77M +$50K +1,980 +1%
PL
44
Plancorp LLC
Missouri
$3.72M
HI
45
Harbour Investments
Wisconsin
$3.68M -$867K -34,307 -19%
COCM
46
Charter Oak Capital Management
New Hampshire
$3.64M +$69.2K +2,739 +2%
KFAA
47
Klaas Financial Asset Advisors
Illinois
$3.46M -$121K -4,791 -3%
FT
48
Fiduciary Trust
Massachusetts
$3.33M +$487K +19,272 +17%
CWD
49
Clarity Wealth Development
Oregon
$3.21M +$172K +6,826 +6%
BC
50
Brio Consultants
California
$3.2M +$225K +8,895 +8%