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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
101
Opal Wealth Advisors
New York
$1.06M +$72.7K +2,927 +7%
William Blair & Company
102
William Blair & Company
Illinois
$1.05M +$5.01K +202 +0.5%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$1.03M +$1.03M +41,328 New
CAM
104
Cresset Asset Management
Illinois
$1.02M +$113K +4,546 +13%
Raymond James Financial
105
Raymond James Financial
Florida
$1.02M +$10.1K +407 +1%
AssetMark Inc
106
AssetMark Inc
California
$993K -$514K -20,714 -34%
CFIA
107
Cantor Fitzgerald Investment Advisors
New York
$938K -$119K -4,793 -11%
LFA
108
Level Financial Advisors
New York
$924K -$6.83K -275 -0.7%
Citadel Advisors
109
Citadel Advisors
Florida
$917K +$911K +36,702 New
JFA
110
JNBA Financial Advisors
Minnesota
$890K -$174K -7,029 -16%
CTC
111
Central Trust Company
Missouri
$855K -$3.4K -137 -0.4%
MML Investors Services
112
MML Investors Services
Massachusetts
$845K -$1.57M -63,298 -65%
CI
113
CX Institutional
Indiana
$845K +$332K +13,383 +65%
Franklin Resources
114
Franklin Resources
California
$842K +$6.06K +244 +0.7%
PHIC
115
Pine Haven Investment Counsel
Massachusetts
$826K -$17.4K -700 -2%
FCIM
116
Fairview Capital Investment Management
California
$815K +$2.48K +100 +0.3%
B
117
Birchbrook
Maine
$792K +$324K +13,033 +70%
AWM
118
Aprio Wealth Management
Georgia
$785K +$14.5K +586 +2%
SAG
119
SageView Advisory Group
California
$777K -$423K -17,042 -35%
EI
120
eCIO Inc
Wisconsin
$746K +$741K +29,853 New
IGAM
121
iA Global Asset Management
Quebec, Canada
$725K -$89.4K -3,600 -11%
HR
122
Hardy Reed
Mississippi
$707K +$45.1K +1,815 +7%
WA
123
Westfuller Advisors
New York
$703K +$3.85K +155 +0.6%
Jane Street
124
Jane Street
New York
$688K -$830K -33,422 -55%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$683K +$1.19K +48 +0.2%