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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

300 hedge funds and large institutions have $716M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.26M
2 -$2.35M
3 -$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
151
One Day In July LLC
Vermont
$469K
TFP
152
Townsend Financial Planning
Kentucky
$465K
MA
153
Mutual Advisors
Nebraska
$462K
MFPI
154
Midwest Financial Partners Investments
Minnesota
$457K
OWA
155
One Wealth Advisors
California
$442K
PJSIMP
156
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K
SWA
157
Sax Wealth Advisors
New Jersey
$421K
TWM
158
Tradition Wealth Management
Minnesota
$414K
FPAS
159
Focus Partners Advisor Solutions
Missouri
$412K
RCA
160
Resonant Capital Advisors
Wisconsin
$410K
ISFAN
161
Investor's Fiduciary Advisor Network
Washington
$400K
T
162
TrueFG
Texas
$395K
SIA
163
SGL Investment Advisors
Montana
$385K
GB
164
Goepper Burkhardt
South Carolina
$381K
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$376K
IFWM
166
Institute for Wealth Management
Colorado
$375K
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$374K
APP
168
Avantax Planning Partners
Iowa
$361K
SP
169
Symmetry Partners
Connecticut
$361K
GPCM
170
Guardsman Private Capital Management
Florida
$359K
VW
171
Veridan Wealth
Oregon
$353K
CFM
172
Cornerstone Financial Management
Massachusetts
$352K
PAG
173
Private Advisor Group
New Jersey
$347K
EFN
174
Equita Financial Network
Pennsylvania
$347K
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$344K