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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

300 hedge funds and large institutions have $716M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 Sellers

1 -$8.26M
2 -$2.35M
3 -$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.09M
OCM
52
One Capital Management
California
$3.06M
CA
53
CGN Advisors
Kansas
$3.05M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.9M
DAS
55
Dynamic Advisor Solutions
Arizona
$2.48M
NP
56
NorthRock Partners
Minnesota
$2.47M
HighTower Advisors
57
HighTower Advisors
Illinois
$2.43M
Stifel Financial
58
Stifel Financial
Missouri
$2.42M
BCM
59
Brookstone Capital Management
Illinois
$2.28M
PR
60
Payden & Rygel
California
$2.24M
RCG
61
Regatta Capital Group
California
$2.21M
FFM
62
Flagstone Financial Management
Nebraska
$2.19M
EWM
63
Empirical Wealth Management
Washington
$2.16M
BCWM
64
Bartlett & Co Wealth Management
Ohio
$2.15M
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2.11M
KWA
66
Kondo Wealth Advisors
California
$2.08M
CPCM
67
Cardinal Point Capital Management
Ontario, Canada
$2.03M
Osaic Holdings
68
Osaic Holdings
Arizona
$2.01M
CNBT
69
Canandaigua National Bank & Trust
New York
$1.95M
SPIA
70
Strategic Point Investment Advisors
Rhode Island
$1.93M
PSA
71
Plum Street Advisors
Louisiana
$1.9M
OFG
72
Omega Financial Group
California
$1.88M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.84M
SCA
74
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.62M