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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$2.97M +$1.39M +55,915 +89%
FT
52
Fiduciary Trust
Massachusetts
$2.95M -$97.6K -3,933 -3%
ASN
53
Advisory Services Network
Georgia
$2.91M +$976K +39,305 +51%
BC
54
Brio Consultants
California
$2.88M +$213K +8,588 +8%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$2.87M -$965K -38,857 -25%
EB
56
Eastern Bank
Massachusetts
$2.86M -$5.65M -227,604 -67%
CWD
57
Clarity Wealth Development
Oregon
$2.86M +$7.3K +294 +0.3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.7M -$2.87M -115,432 -52%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.55M +$505K +20,347 +25%
CA
60
CGN Advisors
Kansas
$2.47M -$5.98K -241 -0.2%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$2.3M -$2.25M -90,789 -50%
PA
62
Parkside Advisors
California
$2.22M +$31.8K +1,279 +1%
PR
63
Payden & Rygel
California
$2.21M
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.04M -$1.19M -47,828 -37%
RCG
65
Regatta Capital Group
California
$2.04M +$47K +1,893 +2%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$2M -$13.2M -531,718 -87%
Stifel Financial
67
Stifel Financial
Missouri
$1.99M +$159K +6,388 +9%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.99M +$17.9K +720 +0.9%
BCM
69
Brookstone Capital Management
Illinois
$1.99M -$70.4K -2,836 -3%
FFM
70
Flagstone Financial Management
Nebraska
$1.99M -$158K -6,350 -7%
EWM
71
Empirical Wealth Management
Washington
$1.97M -$172K -6,931 -8%
Osaic Holdings
72
Osaic Holdings
Arizona
$1.94M -$3.92M -157,821 -67%
AWP
73
Abacus Wealth Partners
California
$1.93M +$138K +5,575 +8%
EI
74
Ethic Inc
New York
$1.93M +$138K +5,575 +8%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$1.92M +$36K +1,451 +2%