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iShares ESG Aware USD Corporate Bond ETF

254 hedge funds and large institutions have $956M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 22 closing their positions.

Holders
254
Holders Change
-7
Holders Change %
-2.68%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
132
Reduced
74
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$195M 8,401,421 +927,525 +12%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$90.1M 3,879,448 +209,761 +6%
Wealthfront Advisers
3
Wealthfront Advisers
California
$70.6M 3,040,474 +426,721 +16%
LPL Financial
4
LPL Financial
California
$55.7M 2,396,363 +489,198 +26%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.4M 1,909,893 +10,762 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$38.3M 1,649,800 -69,911 -4%
Betterment LLC
7
Betterment LLC
New York
$33M 1,419,635 +183,722 +15%
Creative Planning
8
Creative Planning
Kansas
$26.9M 1,159,353 +40,330 +4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$23.7M 1,018,357 +31,308 +3%
AA
10
Acorns Advisers
California
$21.5M 926,699 -139,854 -13%
Morgan Stanley
11
Morgan Stanley
New York
$18.6M 800,296 -172,252 -18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$17.6M 757,729 +111,701 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17.2M 740,268 +149,588 +25%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14.8M 638,278 +100,415 +19%
PAS
15
Park Avenue Securities
New York
$13.8M 594,111 +80,443 +16%
I
16
IMPACTfolio
Colorado
$10.8M 465,893 +17,611 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.76M 420,023 +22,943 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.67M 416,390 +48,974 +13%
Wells Fargo
19
Wells Fargo
California
$9.56M 411,712 -1,061 -0.3%
UBS Group
20
UBS Group
Switzerland
$8.75M 376,758 +152 +0%
Bank of America
21
Bank of America
North Carolina
$8.38M 360,944 +7,264 +2%
OWA
22
One Wealth Advisors
California
$7.06M 303,743 +36,381 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.86M 295,410 -3,022 -1%
MMA
24
Miracle Mile Advisors
California
$6.13M 263,766 +119,642 +83%
AssetMark Inc
25
AssetMark Inc
California
$6.04M 260,161 +24,585 +10%