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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.55M
CGL
77
Clarius Group LLC
Washington
$1.45M
UB
78
UMB Bank
Missouri
$1.41M
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$1.41M
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$1.37M
NA
81
NewEdge Advisors
Louisiana
$1.37M
PSA
82
Plum Street Advisors
Louisiana
$1.36M
AFG
83
Albion Financial Group
Utah
$1.22M
TPCW
84
TD Private Client Wealth
New York
$1.22M
ASN
85
Advisory Services Network
Georgia
$1.19M
DC
86
Davenport & Co
Virginia
$1.17M
LRIA
87
Leonard Rickey Investment Advisors
Washington
$1.16M
EH
88
Equitable Holdings
New York
$1.15M
Jane Street
89
Jane Street
New York
$1.15M
FPCP
90
Fort Point Capital Partners
California
$1.15M
VFA
91
Valeo Financial Advisors
Indiana
$1.13M
WCWM
92
Willow Creek Wealth Management
California
$1.12M
SFA
93
Sequoia Financial Advisors
Ohio
$1.08M
Raymond James Financial
94
Raymond James Financial
Florida
$1.08M
SDWMA
95
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
EI
96
eCIO Inc
Wisconsin
$1.06M
William Blair & Company
97
William Blair & Company
Illinois
$1.06M
AssetMark Inc
98
AssetMark Inc
California
$1.06M
UCFA
99
United Capital Financial Advisors
Texas
$1.05M
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.04M