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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

282 hedge funds and large institutions have $667M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 149 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$12.6M
2 +$2.35M
3 +$2.31M
4
Goldman Sachs
Goldman Sachs
New York
+$2.26M
5
SC
Savant Capital
Illinois
+$1.99M

Top Sellers

1 -$3.19M
2 -$2.2M
3 -$1.55M
4
FTUS
Flow Traders U.S.
New York
-$1.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CGN Advisors
Kansas
$2.9M
FT
52
Fiduciary Trust
Massachusetts
$2.85M
KWA
53
Kondo Wealth Advisors
California
$2.6M
HighTower Advisors
54
HighTower Advisors
Illinois
$2.6M
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.59M
Stifel Financial
56
Stifel Financial
Missouri
$2.37M
SG
57
Stanich Group
New York
$2.35M
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.29M
RCG
59
Regatta Capital Group
California
$2.25M
PR
60
Payden & Rygel
California
$2.24M
Osaic Holdings
61
Osaic Holdings
Arizona
$2.17M
EWM
62
Empirical Wealth Management
Washington
$2.13M
FFM
63
Flagstone Financial Management
Nebraska
$2.1M
BCM
64
Brookstone Capital Management
Illinois
$2.09M
BCWM
65
Bartlett & Co Wealth Management
Ohio
$2M
CNBT
66
Canandaigua National Bank & Trust
New York
$1.98M
CPCM
67
Cardinal Point Capital Management
Ontario, Canada
$1.98M
PSA
68
Plum Street Advisors
Louisiana
$1.88M
OFG
69
Omega Financial Group
California
$1.87M
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.84M
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M
UB
72
UMB Bank
Missouri
$1.47M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.47M
JSAM
74
J. Safra Asset Management
New York
$1.47M
CGL
75
Clarius Group LLC
Washington
$1.45M