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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 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

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