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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

305 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 39 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 Sellers

1 -$8.26M
2 -$2.35M
3 -$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wells Financial Advisors
Massachusetts
$269K
BPA
202
Beacon Pointe Advisors
California
$269K
BFG
203
Berger Financial Group
Minnesota
$268K
ACA
204
Affinity Capital Advisors
California
$265K
LI
205
LRI Investments
Florida
$264K
AFG
206
Atomi Financial Group
New York
$263K
WB
207
WesBanco Bank
West Virginia
$260K
GWM
208
Grand Wealth Management
Michigan
$259K
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$257K
RIS
210
Retirement Income Solutions
Michigan
$247K
AF
211
Amara Financial
California
$244K
Comerica Bank
212
Comerica Bank
Texas
$242K
CPC
213
Cadia Private Client
New Jersey
$240K
4FG
214
4Thought Financial Group
New York
$240K
HSWS
215
Higgins & Schmidt Wealth Strategies
Colorado
$239K
PP
216
PDS Planning
Ohio
$230K
DC
217
Dorval Corp
Minnesota
$229K
PI
218
PFG Investments
New York
$228K
SWM
219
Seaside Wealth Management
California
$226K
SM
220
Sweeney & Michel
California
$225K
MCM
221
MAI Capital Management
Ohio
$225K
OCM
222
Orion Capital Management
California
$225K
TLFA
223
True Link Financial Advisors
California
$224K
AMM
224
American Money Management
California
$220K
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$217K