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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

291 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
51
One Capital Management
California
$2.86M -$129K -5,138 -4%
FT
52
Fiduciary Trust
Massachusetts
$2.82M -$154K -6,110 -5%
BC
53
Brio Consultants
California
$2.76M -$147K -5,859 -5%
KWA
54
Kondo Wealth Advisors
California
$2.66M -$677K -27,010 -20%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.6M +$670K +26,854 +35%
CA
56
CGN Advisors
Kansas
$2.54M +$48.4K +1,922 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.47M -$99.4K -3,948 -4%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.26M -$55K -2,185 -2%
PR
59
Payden & Rygel
California
$2.23M
RCG
60
Regatta Capital Group
California
$2.21M +$152K +6,042 +7%
PA
61
Parkside Advisors
California
$2.17M -$62.3K -2,476 -3%
Stifel Financial
62
Stifel Financial
Missouri
$2.16M +$158K +6,287 +8%
EWM
63
Empirical Wealth Management
Washington
$2.06M +$71.7K +2,848 +4%
FFM
64
Flagstone Financial Management
Nebraska
$2.05M +$51.9K +2,063 +3%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.99M +$51.4K +2,043 +3%
CNBT
66
Canandaigua National Bank & Trust
New York
$1.96M +$65.9K +2,620 +3%
BCM
67
Brookstone Capital Management
Illinois
$1.89M -$108K -4,288 -5%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.88M -$128K -5,070 -6%
CPCM
69
Cardinal Point Capital Management
Ontario, Canada
$1.85M +$483K +19,170 +35%
OFG
70
Omega Financial Group
California
$1.83M +$10.6K +423 +0.6%
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$1.76M +$503K +20,000 +40%
BMD
72
Better Money Decisions
New Mexico
$1.74M +$42.2K +1,678 +2%
FTUS
73
Flow Traders U.S.
New York
$1.73M +$1.73M +68,743 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.71M -$134K -5,306 -7%
PP
75
PrairieView Partners
Minnesota
$1.62M +$89.4K +3,551 +6%