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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$605K
AWE
127
Avidian Wealth Enterprises
Texas
$604K +$131K +5,203 +28%
ACA
128
Aptus Capital Advisors
Alabama
$590K -$1.01K -40 -0.2%
MML Investors Services
129
MML Investors Services
Massachusetts
$587K -$132K -5,259 -18%
DE
130
Diversified Enterprises
Delaware
$580K -$1.46K -58 -0.3%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$577K +$186K +7,370 +48%
GAM
132
Gould Asset Management
California
$563K -$20.9K -830 -4%
FTUS
133
Flow Traders U.S.
New York
$562K -$1.17M -46,535 -68%
OWA
134
One Wealth Advisors
California
$560K -$8.13K -323 -1%
ODIJL
135
One Day In July LLC
Vermont
$560K -$30K -1,191 -5%
LA
136
LexAurum Advisors
Kansas
$560K +$83K +3,294 +18%
AIA
137
Ally Invest Advisors
North Carolina
$557K +$18.9K +751 +4%
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$554K
CTC
139
Central Trust Company
Missouri
$546K -$17.6K -700 -3%
KAS
140
Kestra Advisory Services
Texas
$539K +$27.3K +1,085 +5%
EB
141
Exchange Bank
California
$536K
PJSIMP
142
P.J. Schmidt Investment Management (PJS)
Wisconsin
$523K -$327 -13 -0.1%
PAG
143
Private Advisor Group
New Jersey
$516K +$17.8K +708 +4%
WT
144
Whittier Trust
California
$511K
KFP
145
Keener Financial Planning
Texas
$507K
HL
146
HeadInvest LLC
Maine
$506K +$45.3K +1,800 +10%
SRB
147
Shotwell Rutter Baer
Michigan
$505K +$9.95K +395 +2%
LFG
148
Larson Financial Group
Missouri
$503K +$14K +554 +3%
PWMG
149
Private Wealth Management Group
New Jersey
$479K +$25.1K +995 +6%
JBA
150
Johnson Bixby & Associates
Washington
$476K -$18.4K -732 -4%