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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

290 hedge funds and large institutions have $664M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
123
Reduced
105
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OWA
101
Opal Wealth Advisors
New York
$1.01M 39,976 -2,456 -6%
JSAM
102
J. Safra Asset Management
New York
$993K 39,506
DRP
103
Decker Retirement Planning
Utah
$993K 39,453 +39,384 +57,078%
JFA
104
JNBA Financial Advisors
Minnesota
$971K 38,563 +2,947 +8%
B
105
Birchbrook
Maine
$969K 38,488 +6,793 +21%
LFA
106
Level Financial Advisors
New York
$911K 36,186 -794 -2%
PHIC
107
Pine Haven Investment Counsel
Massachusetts
$889K 35,322 +2,280 +7%
Franklin Resources
108
Franklin Resources
California
$857K 34,041 +367 +1%
CI
109
CX Institutional
Indiana
$855K 33,961 +145 +0.4%
CFIA
110
Cantor Fitzgerald Investment Advisors
New York
$821K 32,617 -4,920 -13%
FCIM
111
Fairview Capital Investment Management
California
$821K 32,600
AWM
112
Aprio Wealth Management
Georgia
$750K 29,794 -1,626 -5%
IGAM
113
iA Global Asset Management
Quebec, Canada
$730K 29,000
SAG
114
SageView Advisory Group
California
$721K 28,744 -2,363 -8%
MML Investors Services
115
MML Investors Services
Massachusetts
$716K 28,452 -5,363 -16%
WA
116
Westfuller Advisors
New York
$714K 28,382 +234 +0.8%
HR
117
Hardy Reed
Mississippi
$712K 28,272
AWP
118
Abacus Wealth Partners
California
$709K 28,180 -49,211 -64%
EI
119
Ethic Inc
New York
$708K 28,180 -49,211 -64%
NCM
120
Novare Capital Management
North Carolina
$696K 27,650 +2,250 +9%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$691K 27,470 +141 +0.5%
VWA
122
VERITY Wealth Advisors
United States
$663K 26,322
Bank Julius Baer & Co
123
Bank Julius Baer & Co
Switzerland
$654K 26,000 +2,996 +13%
AIP
124
Ameritas Investment Partners
Nebraska
$623K 24,737 -486 -2%
CAM
125
Cresset Asset Management
Illinois
$621K 24,671 -16,071 -39%