SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

291 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
126
Cresset Asset Management
Illinois
$621K -$405K -16,071 -39%
AF
127
Arrow Financial
New York
$618K
PPW
128
Presilium Private Wealth
Pennsylvania
$616K +$20.5K +814 +3%
VA
129
VestGen Advisors
Illinois
$604K -$9.99K -397 -2%
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$602K +$271K +10,764 +82%
ACA
131
Aptus Capital Advisors
Alabama
$587K +$1.23K +49 +0.2%
ODIJL
132
One Day In July LLC
Vermont
$587K -$8.28K -329 -1%
GAM
133
Gould Asset Management
California
$580K +$59.3K +2,355 +11%
DE
134
Diversified Enterprises
Delaware
$578K +$159K +6,298 +38%
OWA
135
One Wealth Advisors
California
$565K -$85.7K -3,404 -13%
CTC
136
Central Trust Company
Missouri
$561K -$300K -11,938 -35%
WAT
137
Wealth Advisory Team
Kentucky
$558K +$558K +22,151 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$557K +$246K +9,763 +79%
JSW
139
Journey Strategic Wealth
New Jersey
$553K +$2.92K +116 +0.5%
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$551K
AIA
141
Ally Invest Advisors
North Carolina
$535K -$2.09K -83 -0.4%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$533K -$1.53M -60,881 -74%
EB
143
Exchange Bank
California
$533K +$8.28K +329 +2%
PJSIMP
144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K +$3.83K +152 +0.7%
WT
145
Whittier Trust
California
$510K
KAS
146
Kestra Advisory Services
Texas
$508K +$77.6K +3,082 +18%
KFP
147
Keener Financial Planning
Texas
$504K
PAG
148
Private Advisor Group
New Jersey
$495K +$54.8K +2,177 +12%
JBA
149
Johnson Bixby & Associates
Washington
$492K -$72K -2,862 -13%
SRB
150
Shotwell Rutter Baer
Michigan
$491K -$2.3K -92 -0.5%