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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

286 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, 152 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
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
JSAM
76
J. Safra Asset Management
New York
$1.47M
CGL
77
Clarius Group LLC
Washington
$1.45M
Citadel Advisors
78
Citadel Advisors
Florida
$1.45M
AFG
79
Albion Financial Group
Utah
$1.43M
Bank Julius Baer & Co
80
Bank Julius Baer & Co
Switzerland
$1.36M
EI
81
eCIO Inc
Wisconsin
$1.35M
ASN
82
Advisory Services Network
Georgia
$1.28M
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$1.27M
NA
84
NewEdge Advisors
Louisiana
$1.24M
AssetMark Inc
85
AssetMark Inc
California
$1.23M
TPCW
86
TD Private Client Wealth
New York
$1.21M
LRIA
87
Leonard Rickey Investment Advisors
Washington
$1.19M
DC
88
Davenport & Co
Virginia
$1.18M
WCWM
89
Willow Creek Wealth Management
California
$1.17M
VFA
90
Valeo Financial Advisors
Indiana
$1.16M
EH
91
Equitable Holdings
New York
$1.16M
FPCP
92
Fort Point Capital Partners
California
$1.15M
SDWMA
93
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.11M
SFA
94
Sequoia Financial Advisors
Ohio
$1.08M
William Blair & Company
95
William Blair & Company
Illinois
$1.08M
OWA
96
Opal Wealth Advisors
New York
$1.05M
UCFA
97
United Capital Financial Advisors
Texas
$1.05M
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$973K
Raymond James Financial
99
Raymond James Financial
Florida
$973K
SWG
100
Summit Wealth Group
Vermont
$971K