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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

300 hedge funds and large institutions have $716M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.26M
2 -$2.35M
3 -$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$982K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$980K
PHIC
103
Pine Haven Investment Counsel
Massachusetts
$974K
SWG
104
Summit Wealth Group
Vermont
$964K
UCFA
105
United Capital Financial Advisors
Texas
$933K
Franklin Resources
106
Franklin Resources
California
$918K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$916K
CAM
108
Cresset Asset Management
Illinois
$880K
LFA
109
Level Financial Advisors
New York
$879K
AF
110
Arrow Financial
New York
$872K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$871K
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$852K
FCIM
113
Fairview Capital Investment Management
California
$838K
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$818K
SAG
115
SageView Advisory Group
California
$752K
NCM
116
Novare Capital Management
North Carolina
$732K
WA
117
Westfuller Advisors
New York
$731K
HR
118
Hardy Reed
Mississippi
$720K
JMNC
119
J. Mark Nickell & Co
Tennessee
$716K
MML Investors Services
120
MML Investors Services
Massachusetts
$715K
PPW
121
Presilium Private Wealth
Pennsylvania
$680K
VWA
122
VERITY Wealth Advisors
United States
$664K
AIP
123
Ameritas Investment Partners
Nebraska
$663K
JSW
124
Journey Strategic Wealth
New Jersey
$635K
TWL
125
Tempo Wealth, LLC
Ohio
$631K