We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$982K +$105K +4,156 +12%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$980K +$9.7K +384 +1%
PHIC
103
Pine Haven Investment Counsel
Massachusetts
$974K +$44.5K +1,760 +5%
SWG
104
Summit Wealth Group
Vermont
$964K -$4.55K -180 -0.5%
UCFA
105
United Capital Financial Advisors
Texas
$933K -$109K -4,324 -10%
Franklin Resources
106
Franklin Resources
California
$918K +$13.7K +544 +2%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$916K +$917K +36,281 New
CAM
108
Cresset Asset Management
Illinois
$880K +$258K +10,202 +41%
LFA
109
Level Financial Advisors
New York
$879K +$7.5K +297 +0.9%
AF
110
Arrow Financial
New York
$872K +$253K +10,000 +41%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$871K +$170K +6,724 +24%
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$852K +$249K +9,851 +41%
FCIM
113
Fairview Capital Investment Management
California
$838K +$15.2K +600 +2%
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$818K -$26.9K -1,066 -3%
SAG
115
SageView Advisory Group
California
$752K +$10.4K +410 +1%
NCM
116
Novare Capital Management
North Carolina
$732K -$28.4K -1,126 -4%
WA
117
Westfuller Advisors
New York
$731K +$8.44K +334 +1%
HR
118
Hardy Reed
Mississippi
$720K
JMNC
119
J. Mark Nickell & Co
Tennessee
$716K +$717K +28,364 New
MML Investors Services
120
MML Investors Services
Massachusetts
$715K +$129K +5,118 +22%
PPW
121
Presilium Private Wealth
Pennsylvania
$680K +$19.9K +788 +3%
VWA
122
VERITY Wealth Advisors
United States
$664K
AIP
123
Ameritas Investment Partners
Nebraska
$663K +$36.8K +1,456 +6%
JSW
124
Journey Strategic Wealth
New Jersey
$635K +$25.2K +999 +4%
TW
125
Tempo Wealth
Ohio
$631K +$631K +24,996 New