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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $666M 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, 124 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

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
-6
Holders Change %
-2.01%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
124
Reduced
105
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$486K +$7.73K +310 +2%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$480K +$67.8K +2,720 +17%
LA
153
LexAurum Advisors
Kansas
$474K +$27.4K +1,097 +6%
AWE
154
Avidian Wealth Enterprises
Texas
$469K -$997 -40 -0.2%
HL
155
HeadInvest LLC
Maine
$458K +$4.99K +200 +1%
PWMG
156
Private Wealth Management Group
New Jersey
$451K -$7.33K -294 -2%
TW
157
Traveka Wealth
California
$449K +$549 +22 +0.1%
IWC
158
Integrated Wealth Concepts
Massachusetts
$425K +$50.6K +2,030 +14%
MCA
159
Midwest Capital Advisors
Michigan
$422K -$9.65K -387 -2%
PA
160
Parallel Advisors
California
$411K -$112K -4,500 -22%
RF
161
RHS Financial
California
$407K +$103K +4,131 +34%
TWM
162
Tradition Wealth Management
Minnesota
$406K -$2.59K -104 -0.6%
CWM
163
Congress Wealth Management
Massachusetts
$402K +$50 +2 +0%
JAA
164
Joel Adams & Associates
North Carolina
$393K +$349 +14 +0.1%
IFWM
165
Institute for Wealth Management
Colorado
$392K +$76.5K +3,068 +25%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$388K +$385K +15,429 New
ISFAN
167
Investor's Fiduciary Advisor Network
Washington
$381K -$67.6K -2,711 -15%
EB
168
Eastern Bank
Massachusetts
$381K -$2.47M -99,170 -87%
T
169
TrueFG
Texas
$371K -$6.71K -269 -2%
SP
170
Symmetry Partners
Connecticut
$368K -$150 -6 -0%
RCA
171
Resonant Capital Advisors
Wisconsin
$367K
TSS
172
Two Sigma Securities
New York
$366K +$363K +14,538 New
RCAG
173
Rehmann Capital Advisory Group
Michigan
$364K +$3.19K +128 +0.9%
CA
174
Continuum Advisory
Idaho
$363K -$19.6K -788 -5%
APP
175
Avantax Planning Partners
Iowa
$358K -$196K -7,870 -36%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.