We are live on ! Find out more
SUSB icon

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
176
Sigma Planning Corp
Michigan
$320K +$21.7K +863 +7%
Comerica Bank
177
Comerica Bank
Texas
$319K +$50.1K +1,989 +19%
SOAG
178
Silver Oak Advisory Group
Oregon
$317K +$478 +19 +0.2%
SRCM
179
Signature Resources Capital Management
California
$313K +$31K +1,231 +11%
MAC
180
Mason & Associates (California)
California
$311K
EFN
181
Equita Financial Network
Pennsylvania
$293K +$75.6K +3,000 +35%
WWM
182
Western Wealth Management
Colorado
$289K +$25.1K +995 +10%
VNA
183
Valley National Advisers
Pennsylvania
$275K +$21.5K +854 +9%
AFG
184
Atomi Financial Group
New York
$274K +$32.2K +1,278 +13%
EPM
185
Elm Partners Management
Pennsylvania
$274K +$272K +10,819 New
MA
186
Mutual Advisors
Nebraska
$273K +$271K +10,775 New
WFA
187
Wells Financial Advisors
Massachusetts
$270K
VCP
188
Verus Capital Partners
Arizona
$268K +$266K +10,578 New
CTWM
189
Cherry Tree Wealth Management
Minnesota
$266K -$20.1K -798 -7%
ACA
190
Affinity Capital Advisors
California
$265K -$9.8K -389 -4%
LI
191
LRI Investments
Florida
$263K +$26.4K +1,048 +11%
OIA
192
OneDigital Investment Advisors
Kansas
$261K -$96.9K -3,847 -27%
GWM
193
Grand Wealth Management
Michigan
$259K +$10.5K +415 +4%
TNBTD
194
Trustmark National Bank Trust Department
Mississippi
$257K
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$256K +$126 +5 +0%
Wealthfront Advisers
196
Wealthfront Advisers
California
$254K +$252K +10,018 New
AF
197
Amara Financial
California
$251K +$6.42K +255 +3%
AA
198
Alesco Advisors
New York
$249K -$3.9K -155 -2%
RIS
199
Retirement Income Solutions
Michigan
$248K +$246K +9,780 New
4FG
200
4Thought Financial Group
New York
$234K +$7.05K +280 +3%