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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 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

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

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
-6
Holders Change %
-2.01%
% of All Funds
3.84%
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
Change in
Stake
CAM
126
Cresset Asset Management
Illinois
$621K -$401K -16,071 -39%
AF
127
Arrow Financial
New York
$618K
PPW
128
Presilium Private Wealth
Pennsylvania
$616K +$20.3K +814 +3%
VA
129
VestGen Advisors
Illinois
$604K -$9.9K -397 -2%
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$602K +$268K +10,764 +82%
ACA
131
Aptus Capital Advisors
Alabama
$587K +$1.22K +49 +0.2%
ODIJL
132
One Day In July LLC
Vermont
$587K -$8.2K -329 -1%
GAM
133
Gould Asset Management
California
$580K +$58.7K +2,355 +11%
DE
134
Diversified Enterprises
Delaware
$578K +$157K +6,298 +38%
OWA
135
One Wealth Advisors
California
$565K -$84.9K -3,404 -13%
CTC
136
Central Trust Company
Missouri
$561K -$298K -11,938 -35%
WAT
137
Wealth Advisory Team
Kentucky
$558K +$552K +22,151 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$557K +$243K +9,763 +79%
JSW
139
Journey Strategic Wealth
New Jersey
$553K +$2.89K +116 +0.5%
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$551K
AIA
141
Ally Invest Advisors
North Carolina
$535K -$2.07K -83 -0.4%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$533K -$1.52M -60,881 -74%
EB
143
Exchange Bank
California
$533K +$8.2K +329 +2%
PJSIMP
144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K +$3.79K +152 +0.7%
WT
145
Whittier Trust
California
$510K
KAS
146
Kestra Advisory Services
Texas
$508K +$76.9K +3,082 +18%
KFP
147
Keener Financial Planning
Texas
$504K
PAG
148
Private Advisor Group
New Jersey
$495K +$54.3K +2,177 +12%
JBA
149
Johnson Bixby & Associates
Washington
$492K -$71.4K -2,862 -13%
SRB
150
Shotwell Rutter Baer
Michigan
$491K -$2.29K -92 -0.5%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.