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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 hedge funds and large institutions have $665M 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
OneDigital Investment Advisors
Kansas
$357K
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$351K
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$346K
GB
179
Goepper Burkhardt
South Carolina
$342K
WA
180
Waverly Advisors
Alabama
$339K
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$333K
NA
182
Nottingham Advisors
New York
$322K
BFG
183
Berger Financial Group
Minnesota
$319K
SOAG
184
Silver Oak Advisory Group
Oregon
$315K
SIA
185
SGL Investment Advisors
Montana
$311K
MAC
186
Mason & Associates (California)
California
$310K
SPC
187
Sigma Planning Corp
Michigan
$296K
LGWM
188
Litman Gregory Wealth Management
California
$292K
AAS
189
Avantax Advisory Services
Texas
$289K
CTWM
190
Cherry Tree Wealth Management
Minnesota
$284K
SRCM
191
Signature Resources Capital Management
California
$281K
ACA
192
Affinity Capital Advisors
California
$273K
WFA
193
Wells Financial Advisors
Massachusetts
$268K
Comerica Bank
194
Comerica Bank
Texas
$268K
WWM
195
Western Wealth Management
Colorado
$263K
Betterment LLC
196
Betterment LLC
New York
$258K
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$256K
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$254K
VNA
199
Valley National Advisers
Pennsylvania
$252K
AA
200
Alesco Advisors
New York
$252K