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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $674M 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, 127 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $731M → $674M (-$57M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.97M
2 +$5.26M
3 +$4.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PFG Investments
New York
$273K
ACA
202
Affinity Capital Advisors
California
$268K
WFA
203
Wells Financial Advisors
Massachusetts
$266K
MWM
204
Mascoma Wealth Management
New Hampshire
$266K
PAS
205
Park Avenue Securities
New York
$263K
WWM
206
Western Wealth Management
Colorado
$260K
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$259K
Betterment LLC
208
Betterment LLC
New York
$256K
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
VCP
213
Verus Capital Partners
Arizona
$243K
GM
214
GeoWealth Management
Illinois
$236K
LI
215
LRI Investments
Florida
$233K
AWS
216
Atria Wealth Solutions
New York
$227K
DC
217
Dorval Corp
Minnesota
$225K
4FG
218
4Thought Financial Group
New York
$224K
MCM
219
MAI Capital Management
Ohio
$223K
OCM
220
Orion Capital Management
California
$223K
WB
221
WesBanco Bank
West Virginia
$223K
AFG
222
Atomi Financial Group
New York
$221K
PP
223
PDS Planning
Ohio
$221K
PCIA
224
Prime Capital Investment Advisors
Kansas
$217K
SM
225
Sweeney & Michel
California
$211K