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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$963K -$13.3K -527 -1%
B
102
Birchbrook
Maine
$933K -$40.6K -1,611 -4%
PHIC
103
Pine Haven Investment Counsel
Massachusetts
$932K +$37.8K +1,500 +4%
DRP
104
Decker Retirement Planning
Utah
$931K -$67.1K -2,666 -7%
Franklin Resources
105
Franklin Resources
California
$906K +$44.7K +1,773 +5%
CI
106
CX Institutional
Indiana
$880K +$20.2K +801 +2%
LFA
107
Level Financial Advisors
New York
$874K -$41.7K -1,657 -5%
CFIA
108
Cantor Fitzgerald Investment Advisors
New York
$847K +$21.3K +844 +3%
FCIM
109
Fairview Capital Investment Management
California
$825K
NCM
110
Novare Capital Management
North Carolina
$762K +$62.1K +2,465 +9%
SAG
111
SageView Advisory Group
California
$744K +$16.2K +645 +2%
WA
112
Westfuller Advisors
New York
$724K +$6.07K +241 +0.8%
HR
113
Hardy Reed
Mississippi
$722K +$6.83K +271 +1%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$703K +$8.13K +323 +1%
FPAS
115
Focus Partners Advisor Solutions
Missouri
$690K +$209K +8,292 +43%
VWA
116
VERITY Wealth Advisors
United States
$666K
AWM
117
Aprio Wealth Management
Georgia
$662K -$91.2K -3,623 -12%
PPW
118
Presilium Private Wealth
Pennsylvania
$662K +$41.6K +1,653 +7%
IWC
119
Integrated Wealth Concepts
Massachusetts
$641K +$213K +8,464 +50%
Jane Street
120
Jane Street
New York
$634K -$519K -20,619 -45%
AIP
121
Ameritas Investment Partners
Nebraska
$628K +$1.66K +66 +0.3%
CAM
122
Cresset Asset Management
Illinois
$624K
AF
123
Arrow Financial
New York
$621K
JSW
124
Journey Strategic Wealth
New Jersey
$611K +$54.7K +2,171 +10%
VA
125
VestGen Advisors
Illinois
$607K +$227 +9 +0%