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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
76
J. Safra Asset Management
New York
$1.47M +$5.11K +203 +0.4%
CGL
77
Clarius Group LLC
Washington
$1.45M
Citadel Advisors
78
Citadel Advisors
Florida
$1.45M +$1.44M +57,119 New
AFG
79
Albion Financial Group
Utah
$1.43M +$197K +7,807 +16%
Bank Julius Baer & Co
80
Bank Julius Baer & Co
Switzerland
$1.36M +$698K +27,733 +107%
EI
81
eCIO Inc
Wisconsin
$1.35M +$275K +10,926 +26%
ASN
82
Advisory Services Network
Georgia
$1.28M +$81.1K +3,221 +7%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$1.27M -$107K -4,236 -8%
NA
84
NewEdge Advisors
Louisiana
$1.24M -$132K -5,260 -10%
AssetMark Inc
85
AssetMark Inc
California
$1.23M +$162K +6,425 +15%
TPCW
86
TD Private Client Wealth
New York
$1.21M -$15.5K -616 -1%
LRIA
87
Leonard Rickey Investment Advisors
Washington
$1.19M +$23.2K +920 +2%
DC
88
Davenport & Co
Virginia
$1.18M
WCWM
89
Willow Creek Wealth Management
California
$1.17M +$47.6K +1,891 +4%
VFA
90
Valeo Financial Advisors
Indiana
$1.16M +$21.6K +859 +2%
EH
91
Equitable Holdings
New York
$1.16M -$1.49K -59 -0.1%
FPCP
92
Fort Point Capital Partners
California
$1.15M
SDWMA
93
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.11M +$28.8K +1,145 +3%
SFA
94
Sequoia Financial Advisors
Ohio
$1.08M -$7.35K -292 -0.7%
William Blair & Company
95
William Blair & Company
Illinois
$1.08M +$7.88K +313 +0.7%
OWA
96
Opal Wealth Advisors
New York
$1.05M +$35.6K +1,415 +4%
UCFA
97
United Capital Financial Advisors
Texas
$1.05M -$7.93K -315 -0.8%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$973K -$73.3K -2,911 -7%
Raymond James Financial
99
Raymond James Financial
Florida
$973K -$109K -4,316 -10%
SWG
100
Summit Wealth Group
Vermont
$971K -$74.1K -2,943 -7%