SUSC icon

iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.65M
2 +$5.36M
3 +$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1 -$14.6M
2 -$7.14M
3 -$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$5.43M
IWA
27
Invera Wealth Advisors
Oregon
$5.36M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.05M
SC
29
Savant Capital
Illinois
$4.84M
CCM
30
Colorado Capital Management
Colorado
$4.75M
PWM
31
Perigon Wealth Management
California
$4.6M
AWS
32
Atria Wealth Solutions
New York
$4.56M
Raymond James Financial
33
Raymond James Financial
Florida
$4.51M
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$4.44M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.14M
DL
36
DOHJ LLC
Washington
$4.01M
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.85M
HGWM
38
Horst & Graben Wealth Management
Oregon
$3.69M
KFAA
39
Klaas Financial Asset Advisors
Illinois
$3.57M
SG
40
Stanich Group
New York
$3.49M
OIA
41
OneDigital Investment Advisors
Kansas
$3.4M
MMA
42
Miracle Mile Advisors
California
$3.32M
WB
43
WesBanco Bank
West Virginia
$3.3M
LRWA
44
Long Run Wealth Advisors
New York
$3.3M
EH
45
Equitable Holdings
New York
$3.24M
RF
46
Rossby Financial
Florida
$3.14M
AF
47
Allworth Financial
California
$3.06M
SHJ
48
Sharkey, Howes & Javer
Colorado
$2.97M
UCFA
49
United Capital Financial Advisors
Texas
$2.81M
Osaic Holdings
50
Osaic Holdings
Arizona
$2.3M