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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
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$5.43M +$179K +7,781 +3%
IWA
27
Invera Wealth Advisors
Oregon
$5.36M +$132K +5,705 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.05M -$461K -19,977 -8%
SC
29
Savant Capital
Illinois
$4.84M +$101K +4,383 +2%
CCM
30
Colorado Capital Management
Colorado
$4.75M +$4.75M +205,974 New
PWM
31
Perigon Wealth Management
California
$4.6M +$541K +23,465 +13%
AWS
32
Atria Wealth Solutions
New York
$4.56M -$237K -10,295 -5%
Raymond James Financial
33
Raymond James Financial
Florida
$4.51M +$114K +4,951 +3%
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$4.44M +$140K +6,081 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.14M -$61.2K -2,655 -1%
DL
36
DOHJ LLC
Washington
$4.01M -$1.15M -50,019 -22%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.85M -$1.48M -63,998 -28%
HGWM
38
Horst & Graben Wealth Management
Oregon
$3.69M -$452K -19,621 -11%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$3.57M +$75.3K +3,267 +2%
SG
40
Stanich Group
New York
$3.49M +$101K +4,361 +3%
OIA
41
OneDigital Investment Advisors
Kansas
$3.4M -$441K -19,141 -11%
MMA
42
Miracle Mile Advisors
California
$3.32M +$44.4K +1,927 +1%
WB
43
WesBanco Bank
West Virginia
$3.3M -$93.5K -4,054 -3%
LRWA
44
Long Run Wealth Advisors
New York
$3.3M -$388K -16,826 -11%
EH
45
Equitable Holdings
New York
$3.24M -$35.8K -1,551 -1%
RF
46
Rossby Financial
Florida
$3.14M +$332K +14,500 +12%
AF
47
Allworth Financial
California
$3.06M -$90.8K -3,976 -3%
SHJ
48
Sharkey, Howes & Javer
Colorado
$2.97M -$33.3K -1,445 -1%
UCFA
49
United Capital Financial Advisors
Texas
$2.81M +$13.4K +583 +0.5%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.3M -$178K -7,739 -7%