SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

291 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
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
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.55M +$1.23M +49,046 +388%
CGL
77
Clarius Group LLC
Washington
$1.45M -$20.3K -807 -1%
UB
78
UMB Bank
Missouri
$1.41M +$152K +6,034 +12%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$1.41M -$133K -5,292 -9%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$1.37M -$647K -25,697 -32%
NA
81
NewEdge Advisors
Louisiana
$1.37M +$14.7K +585 +1%
PSA
82
Plum Street Advisors
Louisiana
$1.36M -$52K -2,065 -4%
AFG
83
Albion Financial Group
Utah
$1.22M +$74.6K +2,963 +6%
TPCW
84
TD Private Client Wealth
New York
$1.22M
ASN
85
Advisory Services Network
Georgia
$1.19M -$1.74M -69,119 -59%
DC
86
Davenport & Co
Virginia
$1.17M +$77.2K +3,066 +7%
LRIA
87
Leonard Rickey Investment Advisors
Washington
$1.16M -$93.4K -3,710 -7%
EH
88
Equitable Holdings
New York
$1.15M -$104K -4,139 -8%
Jane Street
89
Jane Street
New York
$1.15M +$457K +18,137 +66%
FPCP
90
Fort Point Capital Partners
California
$1.15M -$111K -4,404 -9%
VFA
91
Valeo Financial Advisors
Indiana
$1.13M -$67K -2,660 -6%
WCWM
92
Willow Creek Wealth Management
California
$1.12M -$15.9K -630 -1%
SFA
93
Sequoia Financial Advisors
Ohio
$1.08M -$145K -5,749 -12%
Raymond James Financial
94
Raymond James Financial
Florida
$1.08M +$51.7K +2,054 +5%
SDWMA
95
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
EI
96
eCIO Inc
Wisconsin
$1.06M +$313K +12,445 +42%
William Blair & Company
97
William Blair & Company
Illinois
$1.06M +$7.65K +304 +0.7%
AssetMark Inc
98
AssetMark Inc
California
$1.06M +$56.3K +2,236 +6%
UCFA
99
United Capital Financial Advisors
Texas
$1.05M -$290K -11,528 -22%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.04M +$755 +30 +0.1%