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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
151
Institute for Wealth Management
Colorado
$462K +$67.9K +2,697 +17%
TW
152
Traveka Wealth
California
$452K +$604 +24 +0.1%
MCA
153
Midwest Capital Advisors
Michigan
$429K +$4.68K +186 +1%
SP
154
Symmetry Partners
Connecticut
$424K +$54.3K +2,158 +15%
SWA
155
Sax Wealth Advisors
New Jersey
$422K +$420K +16,691 New
CA
156
Continuum Advisory
Idaho
$412K +$46.5K +1,846 +13%
RF
157
RHS Financial
California
$411K +$1.79K +71 +0.4%
TWM
158
Tradition Wealth Management
Minnesota
$411K +$2.64K +105 +0.7%
RCA
159
Resonant Capital Advisors
Wisconsin
$411K +$41.2K +1,637 +11%
JAA
160
Joel Adams & Associates
North Carolina
$395K +$353 +14 +0.1%
T
161
TrueFG
Texas
$389K +$15K +595 +4%
ISFAN
162
Investor's Fiduciary Advisor Network
Washington
$376K -$7.08K -281 -2%
APP
163
Avantax Planning Partners
Iowa
$375K +$15.4K +610 +4%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$368K +$2.12K +84 +0.6%
SIA
165
SGL Investment Advisors
Montana
$367K +$54.1K +2,149 +17%
Betterment LLC
166
Betterment LLC
New York
$351K +$91.4K +3,631 +35%
VW
167
Veridan Wealth
Oregon
$348K +$347K +13,761 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$346K -$6.14K -244 -2%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$344K +$9.34K +371 +3%
GB
170
Goepper Burkhardt
South Carolina
$344K
WA
171
Waverly Advisors
Alabama
$341K +$781 +31 +0.2%
EB
172
Eastern Bank
Massachusetts
$335K -$47.3K -1,879 -12%
BFG
173
Berger Financial Group
Minnesota
$335K +$13.9K +553 +4%
NA
174
Nottingham Advisors
New York
$325K +$1.06K +42 +0.3%
MFGM
175
Marshall Financial Group (Maryland)
Maryland
$322K -$28.1K -1,114 -8%