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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$3.09M +$96.1K +3,805 +3%
OCM
52
One Capital Management
California
$3.06M -$42.9K -1,697 -1%
CA
53
CGN Advisors
Kansas
$3.05M +$157K +6,214 +5%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.9M +$309K +12,242 +12%
DAS
55
Dynamic Advisor Solutions
Arizona
$2.48M -$964K -38,143 -28%
NP
56
NorthRock Partners
Minnesota
$2.47M +$2.47M +97,838 New
HighTower Advisors
57
HighTower Advisors
Illinois
$2.43M -$159K -6,305 -6%
Stifel Financial
58
Stifel Financial
Missouri
$2.42M +$59K +2,334 +2%
BCM
59
Brookstone Capital Management
Illinois
$2.28M +$196K +7,746 +9%
PR
60
Payden & Rygel
California
$2.24M
RCG
61
Regatta Capital Group
California
$2.21M -$25.5K -1,009 -1%
FFM
62
Flagstone Financial Management
Nebraska
$2.19M +$97.3K +3,851 +5%
EWM
63
Empirical Wealth Management
Washington
$2.16M +$30.9K +1,224 +1%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$2.15M +$157K +6,231 +8%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2.11M -$172K -6,823 -8%
KWA
66
Kondo Wealth Advisors
California
$2.08M -$513K -20,322 -20%
CPCM
67
Cardinal Point Capital Management
Ontario, Canada
$2.03M +$55.5K +2,195 +3%
Osaic Holdings
68
Osaic Holdings
Arizona
$2.01M -$152K -6,023 -7%
CNBT
69
Canandaigua National Bank & Trust
New York
$1.95M -$24.8K -980 -1%
SPIA
70
Strategic Point Investment Advisors
Rhode Island
$1.93M +$14.4K +570 +0.8%
PSA
71
Plum Street Advisors
Louisiana
$1.9M +$27.4K +1,084 +1%
OFG
72
Omega Financial Group
California
$1.88M +$14.2K +561 +0.8%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.84M +$12.6K +499 +0.7%
SCA
74
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.62M +$161K +6,372 +11%