SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
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
SWG
101
Summit Wealth Group
Vermont
$1.04M
OWA
102
Opal Wealth Advisors
New York
$1.01M
JSAM
103
J. Safra Asset Management
New York
$993K
DRP
104
Decker Retirement Planning
Utah
$993K
JFA
105
JNBA Financial Advisors
Minnesota
$971K
B
106
Birchbrook
Maine
$969K
LFA
107
Level Financial Advisors
New York
$911K
PHIC
108
Pine Haven Investment Counsel
Massachusetts
$889K
Franklin Resources
109
Franklin Resources
California
$857K
CI
110
CX Institutional
Indiana
$855K
CFIA
111
Cantor Fitzgerald Investment Advisors
New York
$821K
FCIM
112
Fairview Capital Investment Management
California
$821K
AWM
113
Aprio Wealth Management
Georgia
$750K
IGAM
114
iA Global Asset Management
Quebec, Canada
$730K
SAG
115
SageView Advisory Group
California
$721K
MML Investors Services
116
MML Investors Services
Massachusetts
$716K
WA
117
Westfuller Advisors
New York
$714K
HR
118
Hardy Reed
Mississippi
$712K
AWP
119
Abacus Wealth Partners
California
$709K
EI
120
Ethic Inc
New York
$708K
NCM
121
Novare Capital Management
North Carolina
$696K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$691K
VWA
123
VERITY Wealth Advisors
United States
$663K
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$654K
AIP
125
Ameritas Investment Partners
Nebraska
$623K