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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

309 hedge funds and large institutions have $741M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 141 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Private Wealth Management Group
New Jersey
$501K
AIM
152
Archer Investment Management
Texas
$487K
MCA
153
Midwest Capital Advisors
Michigan
$485K
JAA
154
Joel Adams & Associates
North Carolina
$485K
MML Investors Services
155
MML Investors Services
Massachusetts
$472K
ODIJL
156
One Day In July LLC
Vermont
$466K
T
157
TrueFG
Texas
$464K
TFP
158
Townsend Financial Planning
Kentucky
$463K
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$432K
SIA
160
SGL Investment Advisors
Montana
$428K
AWM
161
Aprio Wealth Management
Georgia
$427K
FPAS
162
Focus Partners Advisor Solutions
Missouri
$424K
SWA
163
Sax Wealth Advisors
New Jersey
$421K
BPA
164
Beacon Pointe Advisors
California
$420K
TWM
165
Tradition Wealth Management
Minnesota
$408K
RCA
166
Resonant Capital Advisors
Wisconsin
$404K
AF
167
Amara Financial
California
$389K
GB
168
Goepper Burkhardt
South Carolina
$381K
ISFAN
169
Investor's Fiduciary Advisor Network
Washington
$378K
VNA
170
Valley National Advisers
Pennsylvania
$366K
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$359K
GPCM
172
Guardsman Private Capital Management
Florida
$357K
RRA
173
Red Reef Advisors
Florida
$356K
APP
174
Avantax Planning Partners
Iowa
$356K
SP
175
Symmetry Partners
Connecticut
$355K