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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
151
One Day In July LLC
Vermont
$469K -$89.6K -3,547 -16%
TFP
152
Townsend Financial Planning
Kentucky
$465K +$465K +18,406 New
MA
153
Mutual Advisors
Nebraska
$462K +$190K +7,521 +70%
MFPI
154
Midwest Financial Partners Investments
Minnesota
$457K +$458K +18,114 New
OWA
155
One Wealth Advisors
California
$442K -$116K -4,600 -21%
PJSIMP
156
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K -$87.3K -3,457 -17%
SWA
157
Sax Wealth Advisors
New Jersey
$421K
TWM
158
Tradition Wealth Management
Minnesota
$414K +$3.89K +154 +0.9%
FPAS
159
Focus Partners Advisor Solutions
Missouri
$412K -$279K -11,043 -40%
RCA
160
Resonant Capital Advisors
Wisconsin
$410K +$935 +37 +0.2%
ISFAN
161
Investor's Fiduciary Advisor Network
Washington
$400K +$25.1K +992 +7%
T
162
TrueFG
Texas
$395K +$7.5K +297 +2%
SIA
163
SGL Investment Advisors
Montana
$385K +$16.1K +638 +4%
GB
164
Goepper Burkhardt
South Carolina
$381K +$37.9K +1,500 +11%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$376K +$30.3K +1,200 +9%
IFWM
166
Institute for Wealth Management
Colorado
$375K -$85.9K -3,402 -19%
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$374K -$984K -38,933 -72%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$368K +$1.42K +56 +0.4%
APP
169
Avantax Planning Partners
Iowa
$361K -$13K -514 -3%
SP
170
Symmetry Partners
Connecticut
$361K -$62.3K -2,468 -15%
GPCM
171
Guardsman Private Capital Management
Florida
$359K +$360K +14,231 New
RRA
172
Red Reef Advisors
Florida
$356K +$357K +14,119 New
VW
173
Veridan Wealth
Oregon
$353K +$5.63K +223 +2%
CFM
174
Cornerstone Financial Management
Massachusetts
$352K +$352K +13,949 New
PAG
175
Private Advisor Group
New Jersey
$347K -$167K -6,626 -32%