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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $963M 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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$21.5M
2 +$11.4M
3 +$9.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$5.95M
IWA
27
Invera Wealth Advisors
Oregon
$5.58M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.31M
PWM
29
Perigon Wealth Management
California
$4.97M
Raymond James Financial
30
Raymond James Financial
Florida
$4.74M
SC
31
Savant Capital
Illinois
$4.69M
CCM
32
Colorado Capital Management
Colorado
$4.5M
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$4.49M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.28M
HGWM
35
Horst & Graben Wealth Management
Oregon
$4M
OIA
36
OneDigital Investment Advisors
Kansas
$3.8M
EH
37
Equitable Holdings
New York
$3.74M
SHJ
38
Sharkey, Howes & Javer
Colorado
$3.69M
KFAA
39
Klaas Financial Asset Advisors
Illinois
$3.63M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.51M
WB
41
WesBanco Bank
West Virginia
$3.44M
B
42
Barings
North Carolina
$3.42M
LRWA
43
Long Run Wealth Advisors
New York
$3.36M
UCFA
44
United Capital Financial Advisors
Texas
$3.3M
Osaic Holdings
45
Osaic Holdings
Arizona
$3.06M
RF
46
Rossby Financial
Florida
$2.86M
AF
47
Allworth Financial
California
$2.85M
DL
48
DOHJ LLC
Washington
$2.64M
FWI
49
Facet Wealth Inc
Maryland
$2.37M
GM
50
GeoWealth Management
Illinois
$2.34M