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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
PI
201
PFG Investments
New York
$231K +$3.63K +144 +2%
DC
202
Dorval Corp
Minnesota
$230K
AF
203
Advisornet Financial
Minnesota
$229K +$1.89K +75 +0.8%
MCM
204
MAI Capital Management
Ohio
$227K +$2.17K +86 +1%
MWM
205
Mascoma Wealth Management
New Hampshire
$226K
PA
206
Parallel Advisors
California
$226K -$186K -7,403 -45%
WB
207
WesBanco Bank
West Virginia
$225K
OCM
208
Orion Capital Management
California
$225K
HSWS
209
Higgins & Schmidt Wealth Strategies
Colorado
$224K +$5.14K +204 +2%
SM
210
Sweeney & Michel
California
$222K +$6.72K +267 +3%
PP
211
PDS Planning
Ohio
$222K +$2.42K +96 +1%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$217K +$216K +8,588 New
FPF
213
First Pacific Financial
Washington
$210K +$2.29K +91 +1%
P
214
&Partners
Tennessee
$207K +$206K +8,196 New
CA
215
CWC Advisors
Oregon
$207K -$1.28K -51 -0.6%
Creative Planning
216
Creative Planning
Kansas
$206K
CCM
217
Coldstream Capital Management
Washington
$203K +$202K +8,015 New
PAS
218
Park Avenue Securities
New York
$201K -$15.2K -602 -7%
FFA
219
Farther Finance Advisors
California
$199K +$65.1K +2,586 +49%
PTC
220
Private Trust Company
Ohio
$184K
EPW
221
Evergreen Private Wealth
Colorado
$168K -$10.2K -406 -6%
HBT
222
Hills Bank & Trust
Iowa
$166K +$24.6K +978 +18%
HPC
223
HM Payson & Co
Maine
$162K
FF
224
Finley Financial
Nevada
$156K
SPIA
225
Steward Partners Investment Advisory
New York
$154K +$3.65K +145 +2%