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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

306 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 40 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 67

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 288306 (+18)

6% more capital invested

Capital invested by funds: $680M → $720M (+$40M)

1.66% more ownership

Funds ownership: 66.39%68.04% (+1.7%)

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
158
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wells Financial Advisors
Massachusetts
$269K
BPA
202
Beacon Pointe Advisors
California
$269K +$269K +10,660 New
BFG
203
Berger Financial Group
Minnesota
$268K -$66.1K -2,615 -20%
ACA
204
Affinity Capital Advisors
California
$265K +$480 +19 +0.2%
LI
205
LRI Investments
Florida
$264K +$1.84K +73 +0.7%
AFG
206
Atomi Financial Group
New York
$263K -$10.7K -424 -4%
WB
207
WesBanco Bank
West Virginia
$260K +$35.6K +1,411 +16%
GWM
208
Grand Wealth Management
Michigan
$259K +$909 +36 +0.4%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$257K
RIS
210
Retirement Income Solutions
Michigan
$247K +$177 +7 +0.1%
AF
211
Amara Financial
California
$244K -$6.34K -251 -3%
Comerica Bank
212
Comerica Bank
Texas
$242K -$76.1K -3,011 -24%
CPC
213
Cadia Private Client
New Jersey
$240K +$240K +9,516 New
4FG
214
4Thought Financial Group
New York
$240K +$6.9K +273 +3%
HSWS
215
Higgins & Schmidt Wealth Strategies
Colorado
$239K +$15.2K +600 +7%
PP
216
PDS Planning
Ohio
$230K +$8.41K +333 +4%
DC
217
Dorval Corp
Minnesota
$229K
PI
218
PFG Investments
New York
$228K -$2.2K -87 -1%
SWM
219
Seaside Wealth Management
California
$226K +$226K +8,939 New
SM
220
Sweeney & Michel
California
$225K +$3.36K +133 +2%
MCM
221
MAI Capital Management
Ohio
$225K -$758 -30 -0.3%
OCM
222
Orion Capital Management
California
$225K
TLFA
223
True Link Financial Advisors
California
$224K +$224K +8,867 New
AMM
224
American Money Management
California
$220K +$220K +8,704 New
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$217K