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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

290 hedge funds and large institutions have $664M 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, 123 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
3.89%
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
123
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
2
IMPACTfolio
Colorado
$5.87M
3
EWA
3
EP Wealth Advisors
California
$11.8M
4
FTUS
4
Flow Traders U.S.
New York
$1.73M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.37M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$77.7M
3
FCM
3
Fortis Capital Management
Washington
$0
4
SG
4
Stanich Group
New York
$0
5
EB
5
Eastern Bank
Massachusetts
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$351K 13,927 +13,927 New
MFGM
177
Marshall Financial Group (Maryland)
Maryland
$346K 13,831 -413 -3%
GB
178
Goepper Burkhardt
South Carolina
$342K 13,594 -2,906 -18%
WA
179
Waverly Advisors
Alabama
$339K 13,450 -600 -4%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$333K 13,233 +11 +0.1%
NA
181
Nottingham Advisors
New York
$322K 12,810 -137 -1%
BFG
182
Berger Financial Group
Minnesota
$319K 12,691 +1,615 +15%
SOAG
183
Silver Oak Advisory Group
Oregon
$315K 12,520 +18 +0.1%
SIA
184
SGL Investment Advisors
Montana
$311K 12,439 +1,021 +9%
MAC
185
Mason & Associates (California)
California
$310K 12,302 +128 +1%
SPC
186
Sigma Planning Corp
Michigan
$296K 11,770 -610 -5%
LGWM
187
Litman Gregory Wealth Management
California
$292K 11,606 – –
AAS
188
Avantax Advisory Services
Texas
$289K 11,476 -102 -0.9%
CTWM
189
Cherry Tree Wealth Management
Minnesota
$284K 11,288 -4 -0%
SRCM
190
Signature Resources Capital Management
California
$281K 11,154 +88 +0.8%
ACA
191
Affinity Capital Advisors
California
$273K 10,861 +12 +0.1%
WFA
192
Wells Financial Advisors
Massachusetts
$268K 10,660 – –
Comerica Bank
193
Comerica Bank
Texas
$268K 10,628 +3,016 +40%
WWM
194
Western Wealth Management
Colorado
$263K 10,438 +48 +0.5%
Betterment LLC
195
Betterment LLC
New York
$258K 10,253 – –
TNBTD
196
Trustmark National Bank Trust Department
Mississippi
$256K 10,168 – –
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$254K 10,106 -269 -3%
VNA
198
Valley National Advisers
Pennsylvania
$252K 10,028 +167 +2%
AA
199
Alesco Advisors
New York
$252K 9,994 +39 +0.4%
GWM
200
Grand Wealth Management
Michigan
$247K 9,810 -86 -0.9%
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