SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$2.86M
FT
52
Fiduciary Trust
Massachusetts
$2.82M
BC
53
Brio Consultants
California
$2.76M
KWA
54
Kondo Wealth Advisors
California
$2.66M
Osaic Holdings
55
Osaic Holdings
Arizona
$2.6M
CA
56
CGN Advisors
Kansas
$2.54M
HighTower Advisors
57
HighTower Advisors
Illinois
$2.47M
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.26M
PR
59
Payden & Rygel
California
$2.23M
RCG
60
Regatta Capital Group
California
$2.21M
PA
61
Parkside Advisors
California
$2.17M
Stifel Financial
62
Stifel Financial
Missouri
$2.16M
EWM
63
Empirical Wealth Management
Washington
$2.06M
FFM
64
Flagstone Financial Management
Nebraska
$2.05M
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.99M
CNBT
66
Canandaigua National Bank & Trust
New York
$1.96M
BCM
67
Brookstone Capital Management
Illinois
$1.89M
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.88M
CPCM
69
Cardinal Point Capital Management
Ontario, Canada
$1.85M
OFG
70
Omega Financial Group
California
$1.83M
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$1.76M
BMD
72
Better Money Decisions
New Mexico
$1.74M
FTUS
73
Flow Traders U.S.
New York
$1.73M
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.71M
PP
75
PrairieView Partners
Minnesota
$1.62M