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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

292 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

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

1% less capital invested

Capital invested by funds: $675M → $666M (-$8.66M)

1.43% less ownership

Funds ownership: 68.89%67.47% (-1.4%)

2% less funds holding

Funds holding: 298292 (-6)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
292
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.84%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$77.7M -$3.31M -132,693 -4%
LPL Financial
2
LPL Financial
California
$28.1M +$818K +32,821 +3%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M -$709K -28,448 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.8M +$372K +14,914 +2%
Ameriprise
5
Ameriprise
Minnesota
$20.3M +$715K +28,670 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.3M -$1.78M -71,427 -9%
AA
7
Acorns Advisers
California
$14.8M -$2.38M -95,439 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.7M -$1.11M -44,549 -8%
Wells Fargo
9
Wells Fargo
California
$12.9M +$245K +9,811 +2%
MWM
10
Modera Wealth Management
New Jersey
$12.5M -$21.7K -872 -0.2%
WANY
11
Wealthspire Advisors (New York)
New York
$12.1M +$226K +9,075 +2%
EWA
12
EP Wealth Advisors
California
$11.8M +$2.41M +96,783 +26%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4M +$5.44M +218,161 +91%
UBS Group
14
UBS Group
Switzerland
$11.3M -$52.6K -2,111 -0.5%
SC
15
Savant Capital
Illinois
$11.2M +$409K +16,418 +4%
AF
16
Allworth Financial
California
$10.8M +$235K +9,423 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.5M +$12.3K +493 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.1M -$6.48M -259,913 -39%
FF
19
Francis Financial
$9.91M -$243K -9,731 -2%
PWM
20
Perigon Wealth Management
California
$9.88M +$231K +9,259 +2%
Mariner
21
Mariner
Kansas
$9.62M +$19.3K +772 +0.2%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.37M +$1.09M +43,796 +13%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$9.33M -$306K -12,262 -3%
DJSG
24
D.J. St. Germain
Massachusetts
$9.09M +$379K +15,199 +4%
MIA
25
Milestone Investment Advisors
Wisconsin
$8.98M +$707K +28,358 +9%

SUSB Hedge Fund Activity: Q2 2025 in Review

292 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) for Q2 2025, worth a combined $666M — down 1.3% from $675M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SUSB and 14 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 124 added.

The largest buyer was Lugano Financial Advisors SA (LFA), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.48M.

  • 292 institutional investors held iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) as of Q2 2025, down from 298 in Q1 2025.
  • Funds reported $666M of iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new iShares ESG Aware 1-5 Year USD Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF buyer in Q2 2025 was Lugano Financial Advisors SA (LFA), an estimated $5.44M added.
  • The largest iShares ESG Aware 1-5 Year USD Corporate Bond ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2025.