We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 88

3% more capital invested

Capital invested by funds: $720M → $741M (+$20.7M)

1% more funds holding

Funds holding: 306309 (+3)

0.66% more ownership

Funds ownership: 68.04%68.7% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
141
Reduced
88
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.45M +$393K +15,594 +13%
CWD
52
Clarity Wealth Development
Oregon
$3.25M +$66.2K +2,625 +2%
CA
53
CGN Advisors
Kansas
$3.21M +$176K +6,981 +6%
NCM
54
Northland Capital Management
Minnesota
$3.12M -$1.73M -68,531 -36%
OCM
55
One Capital Management
California
$3.06M +$19.2K +760 +0.6%
CA
56
Clearstead Advisors
Ohio
$2.98M +$3M +118,848 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.73M -$143K -5,682 -5%
NP
58
NorthRock Partners
Minnesota
$2.59M +$135K +5,353 +5%
DAS
59
Dynamic Advisor Solutions
Arizona
$2.52M +$58.6K +2,323 +2%
Stifel Financial
60
Stifel Financial
Missouri
$2.41M +$10.2K +404 +0.4%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.37M -$42.5K -1,684 -2%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$2.37M +$237K +9,402 +11%
BCM
63
Brookstone Capital Management
Illinois
$2.32M +$58.9K +2,335 +3%
RCG
64
Regatta Capital Group
California
$2.28M +$76.9K +3,052 +3%
CPCM
65
Cardinal Point Capital Management
Ontario, Canada
$2.27M +$263K +10,448 +13%
PR
66
Payden & Rygel
California
$2.22M
EWM
67
Empirical Wealth Management
Washington
$2.18M +$36.4K +1,444 +2%
FFM
68
Flagstone Financial Management
Nebraska
$2.16M -$16K -636 -0.7%
KWA
69
Kondo Wealth Advisors
California
$2.04M -$25.2K -998 -1%
CNC
70
Canandaigua National Corp
New York
$1.97M +$1.98M +78,624 New
OFG
71
Omega Financial Group
California
$1.9M +$33.3K +1,322 +2%
SPIA
72
Strategic Point Investment Advisors
Rhode Island
$1.89M -$31.1K -1,235 -2%
Citadel Advisors
73
Citadel Advisors
Florida
$1.88M +$1.59M +62,976 +517%
PSA
74
Plum Street Advisors
Louisiana
$1.82M -$66.4K -2,635 -4%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.8M -$33.2K -1,318 -2%