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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 hedge funds and large institutions have $720M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFN
176
Equita Financial Network
Pennsylvania
$347K +$55.6K +2,201 +19%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$344K +$379 +15 +0.1%
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$340K +$19.1K +757 +6%
Betterment LLC
179
Betterment LLC
New York
$339K -$11K -437 -3%
EB
180
Eastern Bank
Massachusetts
$335K
SCA
181
Sensenig Capital Advisors
Pennsylvania
$331K +$331K +13,101 New
SRCM
182
Signature Resources Capital Management
California
$324K +$11.2K +445 +4%
SPC
183
Sigma Planning Corp
Michigan
$322K +$3.33K +132 +1%
LFG
184
Larson Financial Group
Missouri
$322K -$180K -7,130 -36%
NA
185
Nottingham Advisors
New York
$318K -$6.32K -250 -2%
SOAG
186
Silver Oak Advisory Group
Oregon
$317K +$682 +27 +0.2%
WA
187
Waverly Advisors
Alabama
$315K -$25.3K -1,000 -7%
VNA
188
Valley National Advisers
Pennsylvania
$314K +$39.8K +1,577 +14%
MAC
189
Mason & Associates (California)
California
$312K +$1.52K +60 +0.5%
FPI
190
Financial Plan Inc
Washington
$311K +$311K +12,305 New
Citadel Advisors
191
Citadel Advisors
Florida
$308K -$1.13M -44,927 -79%
WWM
192
Western Wealth Management
Colorado
$296K +$7.73K +306 +3%
NF
193
Napier Financial
Massachusetts
$286K +$287K +11,342 New
SAP
194
Strategic Advisory Partners
North Carolina
$281K +$281K +11,141 New
AF
195
Advisornet Financial
Minnesota
$280K +$51.8K +2,052 +23%
VCP
196
Verus Capital Partners
Arizona
$279K +$12.4K +491 +5%
GFA
197
Godfrey Financial Associates
New York
$279K +$279K +11,041 New
TPF
198
Tribridge Partners Financial
Maryland
$278K +$278K +11,021 New
PA
199
Parallel Advisors
California
$276K +$51K +2,019 +23%
Wealthfront Advisers
200
Wealthfront Advisers
California
$276K +$22.9K +908 +9%