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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

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
-6
Holders Change %
-2.01%
% of All Funds
3.84%
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
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.04M +$748 +30 +0.1%
SWG
102
Summit Wealth Group
Vermont
$1.04M -$40.5K -1,623 -4%
OWA
103
Opal Wealth Advisors
New York
$1.01M -$61.2K -2,456 -6%
DRP
104
Decker Retirement Planning
Utah
$993K +$982K +39,384 +57,078%
JFA
105
JNBA Financial Advisors
Minnesota
$971K +$73.5K +2,947 +8%
B
106
Birchbrook
Maine
$969K +$169K +6,793 +21%
LFA
107
Level Financial Advisors
New York
$911K -$19.8K -794 -2%
PHIC
108
Pine Haven Investment Counsel
Massachusetts
$889K +$56.9K +2,280 +7%
Franklin Resources
109
Franklin Resources
California
$857K +$9.15K +367 +1%
CI
110
CX Institutional
Indiana
$855K +$3.62K +145 +0.4%
CFIA
111
Cantor Fitzgerald Investment Advisors
New York
$821K -$123K -4,920 -13%
FCIM
112
Fairview Capital Investment Management
California
$821K
AWM
113
Aprio Wealth Management
Georgia
$750K -$40.5K -1,626 -5%
IGAM
114
iA Global Asset Management
Quebec, Canada
$730K
SAG
115
SageView Advisory Group
California
$721K -$58.9K -2,363 -8%
MML Investors Services
116
MML Investors Services
Massachusetts
$716K -$134K -5,363 -16%
WA
117
Westfuller Advisors
New York
$714K +$5.83K +234 +0.8%
HR
118
Hardy Reed
Mississippi
$712K
AWP
119
Abacus Wealth Partners
California
$709K -$1.23M -49,211 -64%
EI
120
Ethic Inc
New York
$708K -$1.23M -49,211 -64%
NCM
121
Novare Capital Management
North Carolina
$696K +$56.1K +2,250 +9%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$691K +$3.52K +141 +0.5%
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 -$12.1K -486 -2%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.