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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Private Wealth Management Group
New Jersey
$455K +$35.6K +1,435 +9%
HL
152
HeadInvest LLC
Maine
$450K +$24.8K +1,000 +6%
ISFAN
153
Investor's Fiduciary Advisor Network
Washington
$446K -$14.3K -577 -3%
TW
154
Traveka Wealth
California
$445K +$146K +5,898 +50%
LA
155
LexAurum Advisors
Kansas
$443K -$103K -4,158 -19%
PAG
156
Private Advisor Group
New Jersey
$437K +$39.4K +1,586 +10%
MCA
157
Midwest Capital Advisors
Michigan
$428K +$447 +18 +0.1%
KAS
158
Kestra Advisory Services
Texas
$428K -$61.3K -2,468 -13%
DE
159
Diversified Enterprises
Delaware
$416K -$79.2K -3,189 -16%
DAS
160
Diversify Advisory Services
Utah
$415K -$26K -1,047 -6%
GB
161
Goepper Burkhardt
South Carolina
$412K -$24.8K -1,000 -6%
HF
162
HRT Financial
New York
$411K +$408K +16,456 New
FPAS
163
Focus Partners Advisor Solutions
Missouri
$409K +$40.3K +1,622 +11%
TWM
164
Tradition Wealth Management
Minnesota
$406K -$65K -2,617 -14%
CWM
165
Congress Wealth Management
Massachusetts
$399K +$397K +15,980 New
JAA
166
Joel Adams & Associates
North Carolina
$390K -$16.7K -671 -4%
ATWA
167
Arbor Trust Wealth Advisors
Michigan
$386K
CA
168
Continuum Advisory
Idaho
$380K -$26.7K -1,077 -7%
CCMI
169
Creative Capital Management Investments
California
$379K
T
170
TrueFG
Texas
$376K -$3.03K -122 -0.8%
AAS
171
Ameritas Advisory Services
Nebraska
$373K +$9.04K +364 +2%
IWC
172
Integrated Wealth Concepts
Massachusetts
$371K +$122K +4,931 +50%
SP
173
Symmetry Partners
Connecticut
$365K
RCA
174
Resonant Capital Advisors
Wisconsin
$365K
RCAG
175
Rehmann Capital Advisory Group
Michigan
$358K +$2.08K +84 +0.6%