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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$2.97M
FT
52
Fiduciary Trust
Massachusetts
$2.95M
ASN
53
Advisory Services Network
Georgia
$2.91M
BC
54
Brio Consultants
California
$2.88M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$2.87M
EB
56
Eastern Bank
Massachusetts
$2.86M
CWD
57
Clarity Wealth Development
Oregon
$2.86M
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.7M
HighTower Advisors
59
HighTower Advisors
Illinois
$2.55M
CA
60
CGN Advisors
Kansas
$2.47M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$2.3M
PA
62
Parkside Advisors
California
$2.22M
PR
63
Payden & Rygel
California
$2.21M
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.04M
RCG
65
Regatta Capital Group
California
$2.04M
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$2M
Stifel Financial
67
Stifel Financial
Missouri
$1.99M
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.99M
BCM
69
Brookstone Capital Management
Illinois
$1.99M
FFM
70
Flagstone Financial Management
Nebraska
$1.99M
EWM
71
Empirical Wealth Management
Washington
$1.97M
Osaic Holdings
72
Osaic Holdings
Arizona
$1.94M
AWP
73
Abacus Wealth Partners
California
$1.93M
EI
74
Ethic Inc
New York
$1.93M
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.92M