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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M
2
I
IMPACTfolio
Colorado
$5.87M
3
EWA
EP Wealth Advisors
California
$11.8M
4
FTUS
Flow Traders U.S.
New York
$1.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.55M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.1M
2
Goldman Sachs
Goldman Sachs
New York
$77.7M
3
FCM
Fortis Capital Management
Washington
$0
4
SG
Stanich Group
New York
$0
5
EB
Eastern Bank
Massachusetts
$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$77.7M -$3.34M -132,693 -4%
LPL Financial
2
LPL Financial
California
$28.1M +$826K +32,821 +3%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M -$716K -28,448 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.8M +$375K +14,914 +2%
Ameriprise
5
Ameriprise
Minnesota
$20.3M +$746K +28,670 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.3M -$1.8M -71,427 -9%
AA
7
Acorns Advisers
California
$14.8M -$2.4M -95,439 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.7M -$1.12M -44,549 -8%
Wells Fargo
9
Wells Fargo
California
$12.9M +$247K +9,811 +2%
MWM
10
Modera Wealth Management
New Jersey
$12.5M -$21.9K -872 -0.2%
WANY
11
Wealthspire Advisors (New York)
New York
$12.1M +$228K +9,075 +2%
EWA
12
EP Wealth Advisors
California
$11.8M +$2.44M +96,783 +26%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M +$5.45M +218,161 +91%
UBS Group
14
UBS Group
Switzerland
$11.3M -$53.1K -2,111 -0.5%
SC
15
Savant Capital
Illinois
$11.2M +$413K +16,418 +4%
AF
16
Allworth Financial
California
$10.8M +$237K +9,423 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.5M +$12.4K +493 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.1M -$6.54M -259,913 -39%
FF
19
Francis Financial
$9.91M -$245K -9,731 -2%
PWM
20
Perigon Wealth Management
California
$9.88M +$233K +9,259 +2%
Mariner
21
Mariner
Kansas
$9.62M +$19.4K +772 +0.2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$9.37M +$1.1M +43,796 +13%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$9.33M -$309K -12,262 -3%
DJSG
24
D.J. St. Germain
Massachusetts
$9.09M +$383K +15,199 +4%
MIA
25
Milestone Investment Advisors
Wisconsin
$8.98M +$714K +28,358 +9%
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