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

291 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
Holders
291
Holders Change
-7
Holders Change %
-2.35%
% of All Funds
3.9%
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
–

Top Buyers

1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
+$5.45M
2
I
IMPACTfolio
Colorado
+$2.64M
3
EWA
EP Wealth Advisors
California
+$2.44M
4
FTUS
Flow Traders U.S.
New York
+$1.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.54M
2
Goldman Sachs
Goldman Sachs
New York
-$3.34M
3
FCM
Fortis Capital Management
Washington
-$3.24M
4
SG
Stanich Group
New York
-$3.19M
5
EB
Eastern Bank
Massachusetts
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
176
OneDigital Investment Advisors
Kansas
$357K +$3.8K +151 +1%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$351K +$351K +13,927 New
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$346K -$10.3K -413 -3%
GB
179
Goepper Burkhardt
South Carolina
$342K -$73.1K -2,906 -18%
WA
180
Waverly Advisors
Alabama
$339K -$15.1K -600 -4%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$333K +$277 +11 +0.1%
NA
182
Nottingham Advisors
New York
$322K -$3.45K -137 -1%
BFG
183
Berger Financial Group
Minnesota
$319K +$40.7K +1,615 +15%
SOAG
184
Silver Oak Advisory Group
Oregon
$315K +$453 +18 +0.1%
SIA
185
SGL Investment Advisors
Montana
$311K +$25.5K +1,021 +9%
MAC
186
Mason & Associates (California)
California
$310K +$3.22K +128 +1%
SPC
187
Sigma Planning Corp
Michigan
$296K -$15.4K -610 -5%
LGWM
188
Litman Gregory Wealth Management
California
$292K – – –
AAS
189
Avantax Advisory Services
Texas
$289K -$2.57K -102 -0.9%
CTWM
190
Cherry Tree Wealth Management
Minnesota
$284K -$101 -4 -0%
SRCM
191
Signature Resources Capital Management
California
$281K +$2.22K +88 +0.8%
ACA
192
Affinity Capital Advisors
California
$273K +$302 +12 +0.1%
WFA
193
Wells Financial Advisors
Massachusetts
$268K – – –
Comerica Bank
194
Comerica Bank
Texas
$268K +$75.9K +3,016 +40%
WWM
195
Western Wealth Management
Colorado
$263K +$1.21K +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 -$6.77K -269 -3%
VNA
199
Valley National Advisers
Pennsylvania
$252K +$4.2K +167 +2%
AA
200
Alesco Advisors
New York
$252K +$982 +39 +0.4%
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