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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Grand Wealth Management
Michigan
$247K -$2.17K -86 -0.9%
AF
202
Amara Financial
California
$243K +$33.5K +1,332 +16%
AFG
203
Atomi Financial Group
New York
$241K +$18.2K +725 +8%
LI
204
LRI Investments
Florida
$235K
DC
205
Dorval Corp
Minnesota
$228K +$1.38K +55 +0.6%
PI
206
PFG Investments
New York
$226K -$48.3K -1,920 -18%
AF
207
Advisornet Financial
Minnesota
$226K +$144K +5,717 +176%
4FG
208
4Thought Financial Group
New York
$225K +$126 +5 +0.1%
MWM
209
Mascoma Wealth Management
New Hampshire
$225K -$42.9K -1,704 -16%
WB
210
WesBanco Bank
West Virginia
$224K
OCM
211
Orion Capital Management
California
$224K -$403 -16 -0.2%
MCM
212
MAI Capital Management
Ohio
$223K -$1.66K -66 -0.7%
PP
213
PDS Planning
Ohio
$218K -$3.9K -155 -2%
HSWS
214
Higgins & Schmidt Wealth Strategies
Colorado
$218K +$218K +8,659 New
AWS
215
Atria Wealth Solutions
New York
$217K -$10.1K -405 -4%
EFN
216
Equita Financial Network
Pennsylvania
$215K +$215K +8,558 New
PAS
217
Park Avenue Securities
New York
$215K -$49.5K -1,968 -19%
SM
218
Sweeney & Michel
California
$213K -$801 -32 -0.4%
CA
219
CWC Advisors
Oregon
$207K -$201 -8 -0.1%
FPF
220
First Pacific Financial
Washington
$207K +$2.24K +89 +1%
Creative Planning
221
Creative Planning
Kansas
$205K -$83.8K -3,329 -29%
BCI
222
Brinker Capital Investments
Pennsylvania
$204K -$6.54K -260 -3%
Cerity Partners
223
Cerity Partners
New York
$202K
GM
224
GeoWealth Management
Illinois
$186K -$52K -2,065 -22%
PTC
225
Private Trust Company
Ohio
$183K