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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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, 123 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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
LFG
151
Larson Financial Group
Missouri
$486K
FPAS
152
Focus Partners Advisor Solutions
Missouri
$480K
LA
153
LexAurum Advisors
Kansas
$474K
AWE
154
Avidian Wealth Enterprises
Texas
$469K
HL
155
HeadInvest LLC
Maine
$458K
PWMG
156
Private Wealth Management Group
New Jersey
$451K
TW
157
Traveka Wealth
California
$449K
IWC
158
Integrated Wealth Concepts
Massachusetts
$425K
MCA
159
Midwest Capital Advisors
Michigan
$422K
PA
160
Parallel Advisors
California
$411K
RF
161
RHS Financial
California
$407K
TWM
162
Tradition Wealth Management
Minnesota
$406K
CWM
163
Congress Wealth Management
Massachusetts
$402K
JAA
164
Joel Adams & Associates
North Carolina
$393K
IFWM
165
Institute for Wealth Management
Colorado
$392K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$388K
ISFAN
167
Investor's Fiduciary Advisor Network
Washington
$381K
EB
168
Eastern Bank
Massachusetts
$381K
T
169
TrueFG
Texas
$371K
SP
170
Symmetry Partners
Connecticut
$368K
RCA
171
Resonant Capital Advisors
Wisconsin
$367K
TSS
172
Two Sigma Securities
New York
$366K
RCAG
173
Rehmann Capital Advisory Group
Michigan
$364K
CA
174
Continuum Advisory
Idaho
$363K
APP
175
Avantax Planning Partners
Iowa
$358K