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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

288 hedge funds and large institutions have $680M invested in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 151 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 61

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $666M → $680M (+$14.3M)

1.08% less ownership

Funds ownership: 67.47%66.39% (-1.1%)

1% less funds holding

Funds holding: 292288 (-4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
151
Reduced
61
Closed
14
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 +$2.24M +89,127 +3%
LPL Financial
2
LPL Financial
California
$30.6M +$2.29M +91,090 +8%
Morgan Stanley
3
Morgan Stanley
New York
$26M +$1.58M +62,594 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M +$848K +33,685 +4%
Ameriprise
5
Ameriprise
Minnesota
$20.5M +$809K +32,135 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.1M -$234K -9,294 -1%
AA
7
Acorns Advisers
California
$15.8M +$910K +36,153 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$14.5M +$682K +27,088 +5%
SC
9
Savant Capital
Illinois
$13.3M +$1.98M +78,695 +18%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$13.1M +$12.5M +497,196 +2,348%
Wells Fargo
11
Wells Fargo
California
$12.9M -$114K -4,513 -0.9%
WANY
12
Wealthspire Advisors (New York)
New York
$12.4M +$256K +10,155 +2%
MWM
13
Modera Wealth Management
New Jersey
$12.3M -$321K -12,730 -3%
PWM
14
Perigon Wealth Management
California
$11.8M +$1.83M +72,478 +18%
LFASL
15
Lugano Financial Advisors SA (LFA)
Switzerland
$11.5M
UBS Group
16
UBS Group
Switzerland
$11.2M -$137K -5,437 -1%
AF
17
Allworth Financial
California
$11.2M +$281K +11,175 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$10.9M +$1.44M +57,108 +15%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$10.7M +$197K +7,815 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.6M +$456K +18,121 +5%
FF
21
Francis Financial
$10.4M +$427K +16,958 +4%
Mariner
22
Mariner
Kansas
$10.3M +$615K +24,432 +6%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$9.91M +$521K +20,695 +6%
DJSG
24
D.J. St. Germain
Massachusetts
$9.87M +$720K +28,592 +8%
MIA
25
Milestone Investment Advisors
Wisconsin
$9.69M +$650K +25,800 +7%