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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
OIA
176
OneDigital Investment Advisors
Kansas
$357K +$3.77K +151 +1%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$351K +$347K +13,927 New
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$346K -$10.3K -413 -3%
GB
179
Goepper Burkhardt
South Carolina
$342K -$72.5K -2,906 -18%
WA
180
Waverly Advisors
Alabama
$339K -$15K -600 -4%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$333K +$274 +11 +0.1%
NA
182
Nottingham Advisors
New York
$322K -$3.42K -137 -1%
BFG
183
Berger Financial Group
Minnesota
$319K +$40.3K +1,615 +15%
SOAG
184
Silver Oak Advisory Group
Oregon
$315K +$449 +18 +0.1%
SIA
185
SGL Investment Advisors
Montana
$311K +$25.5K +1,021 +9%
MAC
186
Mason & Associates (California)
California
$310K +$3.19K +128 +1%
SPC
187
Sigma Planning Corp
Michigan
$296K -$15.2K -610 -5%
LGWM
188
Litman Gregory Wealth Management
California
$292K
AAS
189
Avantax Advisory Services
Texas
$289K -$2.54K -102 -0.9%
CTWM
190
Cherry Tree Wealth Management
Minnesota
$284K -$100 -4 -0%
SRCM
191
Signature Resources Capital Management
California
$281K +$2.19K +88 +0.8%
ACA
192
Affinity Capital Advisors
California
$273K +$299 +12 +0.1%
WFA
193
Wells Financial Advisors
Massachusetts
$268K
Comerica Bank
194
Comerica Bank
Texas
$268K +$75.2K +3,016 +40%
WWM
195
Western Wealth Management
Colorado
$263K +$1.2K +48 +0.5%
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 -$6.71K -269 -3%
VNA
199
Valley National Advisers
Pennsylvania
$252K +$4.16K +167 +2%
AA
200
Alesco Advisors
New York
$252K +$973 +39 +0.4%

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.