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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

290 hedge funds and large institutions have $664M 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 15 closing their positions.

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
123
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
2
IMPACTfolio
Colorado
$5.87M
3
EWA
3
EP Wealth Advisors
California
$11.8M
4
FTUS
4
Flow Traders U.S.
New York
$1.73M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.37M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$77.7M
3
FCM
3
Fortis Capital Management
Washington
$0
4
SG
4
Stanich Group
New York
$0
5
EB
5
Eastern Bank
Massachusetts
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
CGL
76
Clarius Group LLC
Washington
$1.45M 57,435 -807 -1%
UB
77
UMB Bank
Missouri
$1.41M 56,096 +6,034 +12%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$1.41M 56,038 -5,292 -9%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$1.37M 54,350 -25,697 -32%
NA
80
NewEdge Advisors
Louisiana
$1.37M 54,241 +585 +1%
PSA
81
Plum Street Advisors
Louisiana
$1.36M 53,998 -2,065 -4%
AFG
82
Albion Financial Group
Utah
$1.22M 48,563 +2,963 +6%
TPCW
83
TD Private Client Wealth
New York
$1.22M 48,540 – –
ASN
84
Advisory Services Network
Georgia
$1.19M 47,517 -69,119 -59%
DC
85
Davenport & Co
Virginia
$1.17M 46,641 +3,066 +7%
LRIA
86
Leonard Rickey Investment Advisors
Washington
$1.16M 46,170 -3,710 -7%
EH
87
Equitable Holdings
New York
$1.15M 45,702 -4,139 -8%
Jane Street
88
Jane Street
New York
$1.15M 45,667 +18,137 +66%
FPCP
89
Fort Point Capital Partners
California
$1.15M 45,519 -4,404 -9%
VFA
90
Valeo Financial Advisors
Indiana
$1.13M 45,040 -2,660 -6%
WCWM
91
Willow Creek Wealth Management
California
$1.12M 44,437 -630 -1%
SFA
92
Sequoia Financial Advisors
Ohio
$1.08M 42,837 -5,749 -12%
Raymond James Financial
93
Raymond James Financial
Florida
$1.08M 42,752 +2,054 +5%
SDWMA
94
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M 42,694 – –
EI
95
eCIO Inc
Wisconsin
$1.06M 42,298 +12,445 +42%
William Blair & Company
96
William Blair & Company
Illinois
$1.06M 42,163 +304 +0.7%
AssetMark Inc
97
AssetMark Inc
California
$1.06M 41,985 +2,236 +6%
UCFA
98
United Capital Financial Advisors
Texas
$1.05M 41,615 -11,528 -22%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.04M 41,358 +30 +0.1%
SWG
100
Summit Wealth Group
Vermont
$1.04M 41,326 -1,623 -4%
2 3
4
5 6