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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 88

3% more capital invested

Capital invested by funds: $720M → $741M (+$20.7M)

1% more funds holding

Funds holding: 306309 (+3)

0.66% more ownership

Funds ownership: 68.04%68.7% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
141
Reduced
88
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$1.78M +$262K +10,406 +17%
SCA
77
STALEY CAPITAL ADVISERS
Pennsylvania
$1.75M
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.74M -$355K -14,074 -17%
EI
79
eCIO Inc
Wisconsin
$1.71M +$326K +12,930 +23%
ASN
80
Advisory Services Network
Georgia
$1.65M +$80.9K +3,209 +5%
Raymond James Financial
81
Raymond James Financial
Florida
$1.63M +$643K +25,523 +65%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$1.61M -$1.39K -55 -0.1%
UB
83
UMB Bank
Missouri
$1.51M -$30.9K -1,226 -2%
AFG
84
Albion Financial Group
Utah
$1.48M +$5.9K +234 +0.4%
JSAM
85
J. Safra Asset Management
New York
$1.46M +$3.5K +139 +0.2%
DC
86
Davenport & Co
Virginia
$1.25M +$51.3K +2,035 +4%
LEA
87
Legacy Edge Advisors
New York
$1.2M +$219K +8,685 +22%
APFP
88
Action Point Financial Planning
Michigan
$1.16M +$1.17M +46,280 New
FPCP
89
Fort Point Capital Partners
California
$1.14M
KAS
90
Kestra Advisory Services
Texas
$1.12M +$136K +5,413 +14%
EH
91
Equitable Holdings
New York
$1.1M -$27.9K -1,105 -2%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$1.09M -$14.2K -563 -1%
DRP
93
Decker Retirement Planning
Utah
$1.09M +$52K +2,061 +5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.08M +$106K +4,219 +11%
William Blair & Company
95
William Blair & Company
Illinois
$1.07M -$605 -24 -0.1%
OWA
96
Opal Wealth Advisors
New York
$1.06M +$67.3K +2,671 +7%
JFA
97
JNBA Financial Advisors
Minnesota
$1.06M +$44.9K +1,781 +4%
B
98
Birchbrook
Maine
$1.05M +$35.4K +1,406 +3%
SFA
99
Sequoia Financial Advisors
Ohio
$1.04M -$181K -7,189 -15%
SDWMA
100
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M -$40.6K -1,610 -4%