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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

255 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 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$195M
2
LPL Financial
LPL Financial
California
$55.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
$70.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.1M
5
Betterment LLC
Betterment LLC
New York
$33M

Top Sellers

1
B
Barings
North Carolina
$3.42M
2
AWS
Atria Wealth Solutions
New York
$591K
3
Morgan Stanley
Morgan Stanley
New York
$18.6M
4
SG
Stanich Group
New York
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
26
Financial Engines Advisors
California
$5.95M -$921K -39,625 -13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.31M +$219K +9,425 +4%
PWM
28
Perigon Wealth Management
California
$4.97M +$333K +14,351 +7%
Raymond James Financial
29
Raymond James Financial
Florida
$4.74M +$197K +8,465 +4%
SC
30
Savant Capital
Illinois
$4.69M -$187K -8,048 -4%
CCM
31
Colorado Capital Management
Colorado
$4.5M -$287K -12,339 -6%
FLPIM
32
F.L. Putnam Investment Management
Massachusetts
$4.49M +$16K +688 +0.4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.28M +$108K +4,634 +3%
HGWM
34
Horst & Graben Wealth Management
Oregon
$4M +$277K +11,922 +7%
OIA
35
OneDigital Investment Advisors
Kansas
$3.8M +$371K +15,973 +11%
EH
36
Equitable Holdings
New York
$3.74M +$470K +20,249 +14%
SHJ
37
Sharkey, Howes & Javer
Colorado
$3.69M +$695K +29,902 +23%
KFAA
38
Klaas Financial Asset Advisors
Illinois
$3.63M +$41.7K +1,797 +1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.51M +$1.3M +55,910 +59%
WB
40
WesBanco Bank
West Virginia
$3.44M +$118K +5,074 +4%
B
41
Barings
North Carolina
$3.42M -$20M -862,214 -85%
LRWA
42
Long Run Wealth Advisors
New York
$3.36M +$40.8K +1,757 +1%
UCFA
43
United Capital Financial Advisors
Texas
$3.3M +$474K +20,407 +17%
RF
44
Rossby Financial
Florida
$2.86M -$330K -14,186 -10%
AF
45
Allworth Financial
California
$2.85M -$265K -11,404 -9%
DL
46
DOHJ LLC
Washington
$2.64M -$1.3M -57,353 -33%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.47M +$168K +7,292 +7%
FWI
48
Facet Wealth Inc
Maryland
$2.37M +$56.4K +2,436 +2%
GM
49
GeoWealth Management
Illinois
$2.34M +$694K +29,884 +42%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$2.21M -$35.7K -1,537 -2%
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