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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Brio Consultants
California
$2.98M +$212K +8,408 +8%
CA
52
CGN Advisors
Kansas
$2.9M +$353K +14,029 +14%
FT
53
Fiduciary Trust
Massachusetts
$2.85M +$15.6K +618 +0.6%
KWA
54
Kondo Wealth Advisors
California
$2.6M -$91K -3,613 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.6M +$112K +4,443 +5%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$2.59M +$324K +12,851 +14%
Stifel Financial
57
Stifel Financial
Missouri
$2.37M +$191K +7,586 +9%
SG
58
Stanich Group
New York
$2.35M +$2.34M +92,752 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2.29M -$662K -26,304 -23%
RCG
60
Regatta Capital Group
California
$2.25M +$28.2K +1,118 +1%
PR
61
Payden & Rygel
California
$2.24M
Osaic Holdings
62
Osaic Holdings
Arizona
$2.17M -$793K -31,480 -27%
EWM
63
Empirical Wealth Management
Washington
$2.13M +$64.7K +2,570 +3%
FFM
64
Flagstone Financial Management
Nebraska
$2.1M +$35.2K +1,398 +2%
BCM
65
Brookstone Capital Management
Illinois
$2.09M +$186K +7,382 +10%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$2M +$151 +6 +0%
CNBT
67
Canandaigua National Bank & Trust
New York
$1.98M +$4.89K +194 +0.2%
CPCM
68
Cardinal Point Capital Management
Ontario, Canada
$1.98M +$112K +4,465 +6%
SPIA
69
Strategic Point Investment Advisors
Rhode Island
$1.92M +$34.5K +1,370 +2%
PSA
70
Plum Street Advisors
Louisiana
$1.88M +$506K +20,097 +37%
OFG
71
Omega Financial Group
California
$1.87M +$28K +1,113 +2%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.84M +$116K +4,609 +7%
SCA
73
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M
UB
74
UMB Bank
Missouri
$1.47M +$54K +2,143 +4%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.47M +$48.6K +1,929 +3%