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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

291 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
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
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
–

Top Buyers

1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
IMPACTfolio
Colorado
$5.87M
3
EWA
EP Wealth Advisors
California
$11.8M
4
FTUS
Flow Traders U.S.
New York
$1.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.55M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
Goldman Sachs
New York
$77.7M
3
FCM
Fortis Capital Management
Washington
$0
4
SG
Stanich Group
New York
$0
5
EB
Eastern Bank
Massachusetts
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
101
Summit Wealth Group
Vermont
$1.04M -$40.8K -1,623 -4%
OWA
102
Opal Wealth Advisors
New York
$1.01M -$61.8K -2,456 -6%
JSAM
103
J. Safra Asset Management
New York
$993K – – –
DRP
104
Decker Retirement Planning
Utah
$993K +$991K +39,384 +57,078%
JFA
105
JNBA Financial Advisors
Minnesota
$971K +$74.2K +2,947 +8%
B
106
Birchbrook
Maine
$969K +$171K +6,793 +21%
LFA
107
Level Financial Advisors
New York
$911K -$20K -794 -2%
PHIC
108
Pine Haven Investment Counsel
Massachusetts
$889K +$57.4K +2,280 +7%
Franklin Resources
109
Franklin Resources
California
$857K +$9.24K +367 +1%
CI
110
CX Institutional
Indiana
$855K +$3.65K +145 +0.4%
CFIA
111
Cantor Fitzgerald Investment Advisors
New York
$821K -$124K -4,920 -13%
FCIM
112
Fairview Capital Investment Management
California
$821K – – –
AWM
113
Aprio Wealth Management
Georgia
$750K -$40.9K -1,626 -5%
IGAM
114
iA Global Asset Management
Quebec, Canada
$730K – – –
SAG
115
SageView Advisory Group
California
$721K -$59.3K -2,363 -8%
MML Investors Services
116
MML Investors Services
Massachusetts
$716K -$135K -5,363 -16%
WA
117
Westfuller Advisors
New York
$714K +$5.89K +234 +0.8%
HR
118
Hardy Reed
Mississippi
$712K – – –
AWP
119
Abacus Wealth Partners
California
$709K -$1.24M -49,211 -64%
EI
120
Ethic Inc
New York
$708K -$1.24M -49,211 -64%
NCM
121
Novare Capital Management
North Carolina
$696K +$56.6K +2,250 +9%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$691K +$3.55K +141 +0.5%
VWA
123
VERITY Wealth Advisors
United States
$663K – – –
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$654K +$75.4K +2,996 +13%
AIP
125
Ameritas Investment Partners
Nebraska
$623K -$12.2K -486 -2%
3 4
5
6 7