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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$1.05M
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$1.03M
CAM
103
Cresset Asset Management
Illinois
$1.02M
Raymond James Financial
104
Raymond James Financial
Florida
$1.02M
AssetMark Inc
105
AssetMark Inc
California
$993K
JSAM
106
J. Safra Asset Management
New York
$987K
CFIA
107
Cantor Fitzgerald Investment Advisors
New York
$938K
LFA
108
Level Financial Advisors
New York
$924K
Citadel Advisors
109
Citadel Advisors
Florida
$917K
JFA
110
JNBA Financial Advisors
Minnesota
$890K
CTC
111
Central Trust Company
Missouri
$855K
MML Investors Services
112
MML Investors Services
Massachusetts
$845K
CI
113
CX Institutional
Indiana
$845K
Franklin Resources
114
Franklin Resources
California
$842K
PHIC
115
Pine Haven Investment Counsel
Massachusetts
$826K
FCIM
116
Fairview Capital Investment Management
California
$815K
B
117
Birchbrook
Maine
$792K
AWM
118
Aprio Wealth Management
Georgia
$785K
SAG
119
SageView Advisory Group
California
$777K
EI
120
eCIO Inc
Wisconsin
$746K
IGAM
121
iA Global Asset Management
Quebec, Canada
$725K
HR
122
Hardy Reed
Mississippi
$707K
WA
123
Westfuller Advisors
New York
$703K
Jane Street
124
Jane Street
New York
$688K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$683K