We are live on ! Find out more
SUSB icon

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
Goldman Sachs
1
Goldman Sachs
New York
$79.2M -$974K -38,545 -1%
LPL Financial
2
LPL Financial
California
$39.1M +$8.58M +339,765 +28%
Morgan Stanley
3
Morgan Stanley
New York
$24.7M -$1.23M -48,568 -5%
Ameriprise
4
Ameriprise
Minnesota
$19.9M -$574K -22,734 -3%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.5M +$6.38M +252,690 +49%
EWA
6
EP Wealth Advisors
California
$16.9M +$16.9M +668,484 New
AA
7
Acorns Advisers
California
$16.6M +$821K +32,512 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.4M -$8.26M -326,890 -33%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.6M +$1.21M +47,897 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M -$2.04M -80,607 -12%
Wells Fargo
11
Wells Fargo
California
$13.8M +$956K +37,838 +7%
SC
12
Savant Capital
Illinois
$13.7M +$460K +18,228 +3%
WANY
13
Wealthspire Advisors (New York)
New York
$12.8M +$436K +17,246 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.3M +$1.73M +68,311 +16%
PWM
15
Perigon Wealth Management
California
$12.1M +$397K +15,731 +3%
MWM
16
Modera Wealth Management
New Jersey
$12.1M -$110K -4,374 -0.9%
LFASL
17
Lugano Financial Advisors SA (LFA)
Switzerland
$11.5M
Baird Financial Group
18
Baird Financial Group
Wisconsin
$11.3M +$614K +24,317 +6%
AF
19
Allworth Financial
California
$11.2M +$91.8K +3,635 +0.8%
UBS Group
20
UBS Group
Switzerland
$11.1M -$97.7K -3,868 -0.9%
DJSG
21
D.J. St. Germain
Massachusetts
$11M +$1.21M +47,877 +12%
MIA
22
Milestone Investment Advisors
Wisconsin
$10.5M +$867K +34,334 +9%
Mariner
23
Mariner
Kansas
$10.5M +$201K +7,972 +2%
FF
24
Francis Financial
$10.4M +$85K +3,364 +0.8%
JP Morgan Chase
25
JP Morgan Chase
New York
$10M -$832K -32,932 -8%