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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
126
Gould Asset Management
California
$613K +$52.2K +2,065 +9%
AWE
127
Avidian Wealth Enterprises
Texas
$611K +$9.12K +361 +2%
ACA
128
Aptus Capital Advisors
Alabama
$602K +$13.7K +544 +2%
DE
129
Diversified Enterprises
Delaware
$589K +$11K +436 +2%
AIA
130
Ally Invest Advisors
North Carolina
$578K +$22.3K +883 +4%
WAT
131
Wealth Advisory Team
Kentucky
$577K +$577K +22,851 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$575K
EB
133
Exchange Bank
California
$572K +$38K +1,505 +7%
FMWA
134
Forvis Mazars Wealth Advisors
Missouri
$552K
MHS
135
M Holdings Securities
Oregon
$548K +$548K +21,711 New
CTC
136
Central Trust Company
Missouri
$545K
KF
137
Kelsey Financial
California
$543K +$544K +21,533 New
FFA
138
Farther Finance Advisors
California
$543K +$345K +13,666 +174%
Jane Street
139
Jane Street
New York
$534K -$98.4K -3,894 -16%
KFP
140
Keener Financial Planning
Texas
$523K +$17.7K +699 +3%
CA
141
Continuum Advisory
Idaho
$523K +$112K +4,444 +27%
SRB
142
Shotwell Rutter Baer
Michigan
$520K +$15.3K +607 +3%
HL
143
HeadInvest LLC
Maine
$516K +$11.7K +465 +2%
WT
144
Whittier Trust
California
$512K
PWMG
145
Private Wealth Management Group
New Jersey
$496K +$18.5K +732 +4%
IWC
146
Integrated Wealth Concepts
Massachusetts
$493K -$147K -5,809 -23%
JAA
147
Joel Adams & Associates
North Carolina
$484K +$90.4K +3,580 +23%
JBA
148
Johnson Bixby & Associates
Washington
$481K +$6.49K +257 +1%
MCA
149
Midwest Capital Advisors
Michigan
$477K +$49.8K +1,972 +12%
AWM
150
Aprio Wealth Management
Georgia
$476K -$184K -7,301 -28%