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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M 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

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 88

3% more capital invested

Capital invested by funds: $720M → $741M (+$20.7M)

1% more funds holding

Funds holding: 306309 (+3)

0.66% more ownership

Funds ownership: 68.04%68.7% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
309
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
141
Reduced
88
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$996K +$21K +832 +2%
PHIC
102
Pine Haven Investment Counsel
Massachusetts
$977K +$9.96K +395 +1%
Creative Planning
103
Creative Planning
Kansas
$944K +$741K +29,413 +356%
WA
104
Westfuller Advisors
New York
$932K +$208K +8,242 +28%
SWG
105
Summit Wealth Group
Vermont
$929K -$28.3K -1,122 -3%
Franklin Resources
106
Franklin Resources
California
$918K +$6.81K +270 +0.7%
NA
107
NewEdge Advisors
Louisiana
$892K -$249K -9,879 -22%
CAM
108
Cresset Asset Management
Illinois
$874K
LFA
109
Level Financial Advisors
New York
$873K +$529 +21 +0.1%
AF
110
Arrow Financial
New York
$866K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$862K -$2.87K -114 -0.3%
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$846K
FCIM
113
Fairview Capital Investment Management
California
$832K
TPCW
114
TD Private Client Wealth
New York
$821K -$389K -15,425 -32%
UCFA
115
United Capital Financial Advisors
Texas
$793K -$134K -5,305 -14%
HR
116
Hardy Reed
Mississippi
$791K +$76.4K +3,030 +11%
MA
117
Mutual Advisors
Nebraska
$771K +$314K +12,454 +68%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$770K +$200K +7,930 +35%
Jane Street
119
Jane Street
New York
$762K +$234K +9,263 +44%
MAC
120
Mason & Associates (California)
California
$756K +$451K +17,877 +145%
EFM
121
Eley Financial Management
Vermont
$717K +$721K +28,593 New
JMNC
122
J. Mark Nickell & Co
Tennessee
$711K
AIP
123
Ameritas Investment Partners
Nebraska
$689K +$31.1K +1,233 +5%
JSW
124
Journey Strategic Wealth
New Jersey
$688K +$57.7K +2,289 +9%
PPW
125
Presilium Private Wealth
Pennsylvania
$662K -$12.7K -502 -2%