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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
76
Canandaigua National Bank & Trust
New York
$1.88M
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.83M
OFG
78
Omega Financial Group
California
$1.81M
BMD
79
Better Money Decisions
New Mexico
$1.68M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.53M
PP
81
PrairieView Partners
Minnesota
$1.52M
CGL
82
Clarius Group LLC
Washington
$1.46M
PSA
83
Plum Street Advisors
Louisiana
$1.4M
CPCM
84
Cardinal Point Capital Management
Ontario, Canada
$1.36M
NA
85
NewEdge Advisors
Louisiana
$1.34M
UCFA
86
United Capital Financial Advisors
Texas
$1.33M
UB
87
UMB Bank
Missouri
$1.25M
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M
FPCP
89
Fort Point Capital Partners
California
$1.25M
EH
90
Equitable Holdings
New York
$1.25M
LRIA
91
Leonard Rickey Investment Advisors
Washington
$1.24M
SFA
92
Sequoia Financial Advisors
Ohio
$1.21M
TPCW
93
TD Private Client Wealth
New York
$1.21M
VFA
94
Valeo Financial Advisors
Indiana
$1.19M
AFG
95
Albion Financial Group
Utah
$1.14M
WCWM
96
Willow Creek Wealth Management
California
$1.13M
DC
97
Davenport & Co
Virginia
$1.09M
SWG
98
Summit Wealth Group
Vermont
$1.07M
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
OWA
100
Opal Wealth Advisors
New York
$1.06M