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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

308 hedge funds and large institutions have $740M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
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
AssetMark Inc
76
AssetMark Inc
California
$1.78M
SCA
77
STALEY CAPITAL ADVISERS
Pennsylvania
$1.75M
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.74M
EI
79
eCIO Inc
Wisconsin
$1.71M
ASN
80
Advisory Services Network
Georgia
$1.65M
Raymond James Financial
81
Raymond James Financial
Florida
$1.63M
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$1.61M
UB
83
UMB Bank
Missouri
$1.51M
AFG
84
Albion Financial Group
Utah
$1.48M
JSAM
85
J. Safra Asset Management
New York
$1.46M
DC
86
Davenport & Co
Virginia
$1.25M
LEA
87
Legacy Edge Advisors
New York
$1.2M
APFP
88
Action Point Financial Planning
Michigan
$1.16M
FPCP
89
Fort Point Capital Partners
California
$1.14M
KAS
90
Kestra Advisory Services
Texas
$1.12M
EH
91
Equitable Holdings
New York
$1.1M
LRIA
92
Leonard Rickey Investment Advisors
Washington
$1.09M
DRP
93
Decker Retirement Planning
Utah
$1.09M
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.08M
William Blair & Company
95
William Blair & Company
Illinois
$1.07M
OWA
96
Opal Wealth Advisors
New York
$1.06M
JFA
97
JNBA Financial Advisors
Minnesota
$1.06M
B
98
Birchbrook
Maine
$1.05M
SFA
99
Sequoia Financial Advisors
Ohio
$1.04M
SDWMA
100
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M