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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PFG Investments
New York
$273K +$2.06K +83 +0.8%
ACA
202
Affinity Capital Advisors
California
$268K -$135K -5,429 -33%
WFA
203
Wells Financial Advisors
Massachusetts
$266K
MWM
204
Mascoma Wealth Management
New Hampshire
$266K -$44.8K -1,803 -14%
PAS
205
Park Avenue Securities
New York
$263K -$2.53M -101,822 -91%
WWM
206
Western Wealth Management
Colorado
$260K +$38.8K +1,564 +18%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$259K -$819 -33 -0.3%
Betterment LLC
208
Betterment LLC
New York
$256K -$1.39K -56 -0.5%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$254K
AA
210
Alesco Advisors
New York
$249K
GWM
211
Grand Wealth Management
Michigan
$247K
VNA
212
Valley National Advisers
Pennsylvania
$246K +$2.01K +81 +0.8%
VCP
213
Verus Capital Partners
Arizona
$243K +$242K +9,736 New
GM
214
GeoWealth Management
Illinois
$236K -$16.5K -663 -7%
LI
215
LRI Investments
Florida
$233K +$232K +9,326 New
AWS
216
Atria Wealth Solutions
New York
$227K -$1.35M -54,217 -86%
DC
217
Dorval Corp
Minnesota
$225K -$4.47K -180 -2%
4FG
218
4Thought Financial Group
New York
$224K -$5.19K -209 -2%
MCM
219
MAI Capital Management
Ohio
$223K -$99 -4 -0%
OCM
220
Orion Capital Management
California
$223K -$21.5K -866 -9%
WB
221
WesBanco Bank
West Virginia
$223K
AFG
222
Atomi Financial Group
New York
$221K +$219K +8,840 New
PP
223
PDS Planning
Ohio
$221K +$1.59K +64 +0.7%
PCIA
224
Prime Capital Investment Advisors
Kansas
$217K +$215K +8,673 New
SM
225
Sweeney & Michel
California
$211K +$212K +8,554 New