SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
VERITY Wealth Advisors
United States
$658K
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$650K
OWA
128
One Wealth Advisors
California
$646K
US Bancorp
129
US Bancorp
Minnesota
$644K
NCM
130
Novare Capital Management
North Carolina
$635K
AIP
131
Ameritas Investment Partners
Nebraska
$630K
AF
132
Arrow Financial
New York
$613K
VA
133
VestGen Advisors
Illinois
$609K
PPW
134
Presilium Private Wealth
Pennsylvania
$592K
ODIJL
135
One Day In July LLC
Vermont
$591K
ACA
136
Aptus Capital Advisors
Alabama
$582K
JBA
137
Johnson Bixby & Associates
Washington
$560K
APP
138
Avantax Planning Partners
Iowa
$552K
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$547K
JSW
140
Journey Strategic Wealth
New Jersey
$546K
AIA
141
Ally Invest Advisors
North Carolina
$533K
EB
142
Exchange Bank
California
$521K
PA
143
Parallel Advisors
California
$520K
GAM
144
Gould Asset Management
California
$517K
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$513K
WT
146
Whittier Trust
California
$506K
KFP
147
Keener Financial Planning
Texas
$501K
SRB
148
Shotwell Rutter Baer
Michigan
$491K
LFG
149
Larson Financial Group
Missouri
$475K
AWE
150
Avidian Wealth Enterprises
Texas
$467K