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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

298 hedge funds and large institutions have $675M 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, 128 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 96

4% less funds holding

Funds holding: 312298 (-14)

4.93% less ownership

Funds ownership: 73.82%68.89% (-4.9%)

8% less capital invested

Capital invested by funds: $731M → $675M (-$56.5M)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
128
Reduced
96
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$80.4M +$3.73M +150,452 +5%
LPL Financial
2
LPL Financial
California
$27.1M +$5.22M +210,351 +24%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M -$2.77M -111,446 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.2M +$3.18M +127,911 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.9M -$36.8M -1,483,470 -66%
Ameriprise
6
Ameriprise
Minnesota
$18.8M +$4.26M +171,702 +30%
AA
7
Acorns Advisers
California
$17.1M +$91.5K +3,688 +0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.5M +$641K +25,811 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.7M +$478K +19,251 +3%
Wells Fargo
10
Wells Fargo
California
$12.6M -$2.5M -100,660 -17%
MWM
11
Modera Wealth Management
New Jersey
$12.5M +$4.59K +185 +0%
WANY
12
Wealthspire Advisors (New York)
New York
$11.8M +$63.9K +2,576 +0.6%
UBS Group
13
UBS Group
Switzerland
$11.3M -$288K -11,601 -3%
SC
14
Savant Capital
Illinois
$10.7M +$447K +18,010 +4%
AF
15
Allworth Financial
California
$10.5M +$492K +19,835 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.4M -$329K -13,236 -3%
FF
17
Francis Financial
$10.1M +$1.01M +40,652 +11%
PWM
18
Perigon Wealth Management
California
$9.58M +$1.92M +77,517 +25%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$9.57M +$112K +4,525 +1%
Mariner
20
Mariner
Kansas
$9.53M +$8.91M +358,830 +1,589%
EWA
21
EP Wealth Advisors
California
$9.31M -$15K -603 -0.2%
DJSG
22
D.J. St. Germain
Massachusetts
$8.65M +$1.12M +45,074 +15%
DWM
23
Destination Wealth Management
California
$8.34M -$27.8K -1,118 -0.3%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.21M -$3.98M -160,524 -33%
MIA
25
Milestone Investment Advisors
Wisconsin
$8.21M +$363K +14,634 +5%