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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Private Wealth Management Group
New Jersey
$455K
HL
152
HeadInvest LLC
Maine
$450K
ISFAN
153
Investor's Fiduciary Advisor Network
Washington
$446K
TW
154
Traveka Wealth
California
$445K
LA
155
LexAurum Advisors
Kansas
$443K
PAG
156
Private Advisor Group
New Jersey
$437K
MCA
157
Midwest Capital Advisors
Michigan
$428K
KAS
158
Kestra Advisory Services
Texas
$428K
DE
159
Diversified Enterprises
Delaware
$416K
DAS
160
Diversify Advisory Services
Utah
$415K
GB
161
Goepper Burkhardt
South Carolina
$412K
HF
162
HRT Financial
New York
$411K
FPAS
163
Focus Partners Advisor Solutions
Missouri
$409K
TWM
164
Tradition Wealth Management
Minnesota
$406K
CWM
165
Congress Wealth Management
Massachusetts
$399K
JAA
166
Joel Adams & Associates
North Carolina
$390K
ATWA
167
Arbor Trust Wealth Advisors
Michigan
$386K
CA
168
Continuum Advisory
Idaho
$380K
CCMI
169
Creative Capital Management Investments
California
$379K
T
170
TrueFG
Texas
$376K
AAS
171
Ameritas Advisory Services
Nebraska
$373K
IWC
172
Integrated Wealth Concepts
Massachusetts
$371K
SP
173
Symmetry Partners
Connecticut
$365K
RCA
174
Resonant Capital Advisors
Wisconsin
$365K
RCAG
175
Rehmann Capital Advisory Group
Michigan
$358K