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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$1.58M +$304K +12,036 +24%
UB
77
UMB Bank
Missouri
$1.55M +$78.6K +3,112 +5%
AssetMark Inc
78
AssetMark Inc
California
$1.53M +$304K +12,028 +25%
CGL
79
Clarius Group LLC
Washington
$1.5M +$50.2K +1,989 +3%
AFG
80
Albion Financial Group
Utah
$1.48M +$57.5K +2,278 +4%
JSAM
81
J. Safra Asset Management
New York
$1.47M +$7.05K +279 +0.5%
EI
82
eCIO Inc
Wisconsin
$1.4M +$56.2K +2,224 +4%
SFA
83
Sequoia Financial Advisors
Ohio
$1.23M +$152K +6,018 +14%
TPCW
84
TD Private Client Wealth
New York
$1.22M +$6.62K +262 +0.5%
DC
85
Davenport & Co
Virginia
$1.21M +$31.8K +1,259 +3%
VFA
86
Valeo Financial Advisors
Indiana
$1.19M +$27.5K +1,090 +2%
FPCP
87
Fort Point Capital Partners
California
$1.15M
NA
88
NewEdge Advisors
Louisiana
$1.15M -$88.5K -3,504 -7%
EH
89
Equitable Holdings
New York
$1.13M -$25.1K -992 -2%
LRIA
90
Leonard Rickey Investment Advisors
Washington
$1.11M -$74.7K -2,957 -6%
William Blair & Company
91
William Blair & Company
Illinois
$1.08M +$10.9K +433 +1%
SDWMA
92
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M -$30K -1,187 -3%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$1.06M -$209K -8,282 -17%
DRP
94
Decker Retirement Planning
Utah
$1.05M +$118K +4,662 +13%
JFA
95
JNBA Financial Advisors
Minnesota
$1.02M +$58.7K +2,322 +6%
B
96
Birchbrook
Maine
$1.02M +$87.6K +3,469 +9%
OWA
97
Opal Wealth Advisors
New York
$1M -$41K -1,623 -4%
Raymond James Financial
98
Raymond James Financial
Florida
$995K +$24.4K +966 +3%
KAS
99
Kestra Advisory Services
Texas
$992K +$456K +18,043 +85%
LEA
100
Legacy Edge Advisors
New York
$988K +$989K +39,142 New