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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
VERITY Wealth Advisors
United States
$658K +$15K +606 +2%
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$650K +$60.6K +2,440 +10%
OWA
128
One Wealth Advisors
California
$646K -$1.84M -74,226 -74%
US Bancorp
129
US Bancorp
Minnesota
$644K +$549K +22,121 +608%
NCM
130
Novare Capital Management
North Carolina
$635K +$26.2K +1,055 +4%
AIP
131
Ameritas Investment Partners
Nebraska
$630K +$10.3K +414 +2%
AF
132
Arrow Financial
New York
$613K
VA
133
VestGen Advisors
Illinois
$609K +$605K +24,385 New
PPW
134
Presilium Private Wealth
Pennsylvania
$592K +$12.6K +509 +2%
ODIJL
135
One Day In July LLC
Vermont
$591K -$50K -2,016 -8%
ACA
136
Aptus Capital Advisors
Alabama
$582K -$8.12K -327 -1%
JBA
137
Johnson Bixby & Associates
Washington
$560K +$68.8K +2,772 +14%
APP
138
Avantax Planning Partners
Iowa
$552K +$10.9K +439 +2%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$547K
JSW
140
Journey Strategic Wealth
New Jersey
$546K +$45.8K +1,846 +9%
AIA
141
Ally Invest Advisors
North Carolina
$533K -$6.21K -250 -1%
EB
142
Exchange Bank
California
$521K +$62.2K +2,504 +14%
PA
143
Parallel Advisors
California
$520K +$513K +20,651 +11,667%
GAM
144
Gould Asset Management
California
$517K +$79.4K +3,200 +18%
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$513K +$794 +32 +0.2%
WT
146
Whittier Trust
California
$506K +$85.6K +3,450 +21%
KFP
147
Keener Financial Planning
Texas
$501K +$42.7K +1,720 +9%
SRB
148
Shotwell Rutter Baer
Michigan
$491K +$32.6K +1,315 +7%
LFG
149
Larson Financial Group
Missouri
$475K -$111K -4,489 -19%
AWE
150
Avidian Wealth Enterprises
Texas
$467K +$3.35K +135 +0.7%