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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

282 hedge funds and large institutions have $667M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 149 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$12.6M
2 +$2.35M
3 +$2.31M
4
Goldman Sachs
Goldman Sachs
New York
+$2.26M
5
SC
Savant Capital
Illinois
+$1.99M

Top Sellers

1 -$3.19M
2 -$2.2M
3 -$1.55M
4
FTUS
Flow Traders U.S.
New York
-$1.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$1.45M
AFG
77
Albion Financial Group
Utah
$1.43M
Bank Julius Baer & Co
78
Bank Julius Baer & Co
Switzerland
$1.36M
EI
79
eCIO Inc
Wisconsin
$1.35M
ASN
80
Advisory Services Network
Georgia
$1.28M
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$1.27M
NA
82
NewEdge Advisors
Louisiana
$1.24M
AssetMark Inc
83
AssetMark Inc
California
$1.23M
TPCW
84
TD Private Client Wealth
New York
$1.21M
LRIA
85
Leonard Rickey Investment Advisors
Washington
$1.19M
DC
86
Davenport & Co
Virginia
$1.18M
WCWM
87
Willow Creek Wealth Management
California
$1.17M
VFA
88
Valeo Financial Advisors
Indiana
$1.16M
EH
89
Equitable Holdings
New York
$1.16M
FPCP
90
Fort Point Capital Partners
California
$1.15M
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.11M
SFA
92
Sequoia Financial Advisors
Ohio
$1.08M
William Blair & Company
93
William Blair & Company
Illinois
$1.08M
OWA
94
Opal Wealth Advisors
New York
$1.05M
UCFA
95
United Capital Financial Advisors
Texas
$1.05M
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$973K
Raymond James Financial
97
Raymond James Financial
Florida
$973K
SWG
98
Summit Wealth Group
Vermont
$971K
JFA
99
JNBA Financial Advisors
Minnesota
$963K
B
100
Birchbrook
Maine
$933K