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iShares ESG Aware USD Corporate Bond ETF

298 hedge funds and large institutions have $1.23B invested in iShares ESG Aware USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 181 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 61

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$108M)

2.73% more ownership

Funds ownership: 85.77%88.51% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 301298 (-3)

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
181
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$230M +$10.9M +465,191 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$105M +$1.49M +63,682 +1%
Wealthfront Advisers
3
Wealthfront Advisers
California
$84M -$1.38M -58,955 -2%
LPL Financial
4
LPL Financial
California
$77.3M +$6.14M +262,745 +9%
UBS Group
5
UBS Group
Switzerland
$73.4M +$64.7M +2,768,196 +685%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$49.9M +$912K +39,026 +2%
Ameriprise
7
Ameriprise
Minnesota
$37.5M -$722K -30,875 -2%
Betterment LLC
8
Betterment LLC
New York
$36.9M -$205K -8,785 -0.5%
Creative Planning
9
Creative Planning
Kansas
$30.3M +$1.81M +77,462 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$24.6M +$3.07M +131,203 +14%
AA
11
Acorns Advisers
California
$23.8M +$179K +7,673 +0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$21.5M +$149K +6,354 +0.7%
Morgan Stanley
13
Morgan Stanley
New York
$19.9M +$599K +25,617 +3%
Fisher Asset Management
14
Fisher Asset Management
Washington
$19.3M +$887K +37,944 +5%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$3.57M +152,713 +23%
PAS
16
Park Avenue Securities
New York
$17.2M +$261K +11,147 +2%
I
17
IMPACTfolio
Colorado
$14M +$715K +30,597 +5%
UBS AM
18
UBS AM
Illinois
$13.2M +$11.9M +509,832 +825%
MML Investors Services
19
MML Investors Services
Massachusetts
$10.9M +$266K +11,374 +2%
Wells Fargo
20
Wells Fargo
California
$10.8M +$1.19M +50,928 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$10M +$1.9M +81,362 +23%
Bank of America
22
Bank of America
North Carolina
$8.87M +$95K +4,066 +1%
AssetMark Inc
23
AssetMark Inc
California
$8.12M +$1.09M +46,610 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.41M +$999K +42,720 +15%
OWA
25
One Wealth Advisors
California
$7.37M +$79.5K +3,399 +1%