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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cresset Asset Management
Illinois
$621K
AF
127
Arrow Financial
New York
$618K
PPW
128
Presilium Private Wealth
Pennsylvania
$616K
VA
129
VestGen Advisors
Illinois
$604K
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$602K
ACA
131
Aptus Capital Advisors
Alabama
$587K
ODIJL
132
One Day In July LLC
Vermont
$587K
GAM
133
Gould Asset Management
California
$580K
DE
134
Diversified Enterprises
Delaware
$578K
OWA
135
One Wealth Advisors
California
$565K
CTC
136
Central Trust Company
Missouri
$561K
WAT
137
Wealth Advisory Team
Kentucky
$558K
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$557K
JSW
139
Journey Strategic Wealth
New Jersey
$553K
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$551K
AIA
141
Ally Invest Advisors
North Carolina
$535K
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$533K
EB
143
Exchange Bank
California
$533K
PJSIMP
144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K
WT
145
Whittier Trust
California
$510K
KAS
146
Kestra Advisory Services
Texas
$508K
KFP
147
Keener Financial Planning
Texas
$504K
PAG
148
Private Advisor Group
New Jersey
$495K
JBA
149
Johnson Bixby & Associates
Washington
$492K
SRB
150
Shotwell Rutter Baer
Michigan
$491K