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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
76
Canandaigua National Bank & Trust
New York
$1.88M +$16.9K +679 +0.9%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.83M -$519K -20,910 -22%
OFG
78
Omega Financial Group
California
$1.81M +$129K +5,207 +8%
BMD
79
Better Money Decisions
New Mexico
$1.68M +$58.2K +2,343 +4%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.53M +$943 +38 +0.1%
PP
81
PrairieView Partners
Minnesota
$1.52M -$13K -524 -0.9%
CGL
82
Clarius Group LLC
Washington
$1.46M +$1.21M +48,910 +524%
JSAM
83
J. Safra Asset Management
New York
$1.44M +$448K +18,043 +46%
PSA
84
Plum Street Advisors
Louisiana
$1.4M -$301K -12,138 -18%
CPCM
85
Cardinal Point Capital Management
Ontario, Canada
$1.36M -$79.1K -3,185 -6%
NA
86
NewEdge Advisors
Louisiana
$1.34M -$152K -6,116 -10%
UCFA
87
United Capital Financial Advisors
Texas
$1.33M -$535K -21,545 -29%
UB
88
UMB Bank
Missouri
$1.25M +$338K +13,614 +37%
SCA
89
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M
FPCP
90
Fort Point Capital Partners
California
$1.25M -$8.49K -342 -0.7%
EH
91
Equitable Holdings
New York
$1.25M -$981K -39,523 -44%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$1.24M +$22K +886 +2%
SFA
93
Sequoia Financial Advisors
Ohio
$1.21M -$76.8K -3,092 -6%
TPCW
94
TD Private Client Wealth
New York
$1.21M -$188K -7,593 -14%
VFA
95
Valeo Financial Advisors
Indiana
$1.19M +$130K +5,217 +12%
AFG
96
Albion Financial Group
Utah
$1.14M +$355K +14,310 +46%
WCWM
97
Willow Creek Wealth Management
California
$1.13M -$13K -524 -1%
DC
98
Davenport & Co
Virginia
$1.09M +$11.4K +460 +1%
SWG
99
Summit Wealth Group
Vermont
$1.07M +$26.6K +1,070 +3%
SDWMA
100
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M -$29.9K -1,205 -3%