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iShares ESG Aware USD Corporate Bond ETF

267 hedge funds and large institutions have $1.07B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$6.04M +$1.22M +52,597 +26%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.96M +$567K +24,339 +11%
IWA
28
Invera Wealth Advisors
Oregon
$5.74M +$87.8K +3,770 +2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$5.58M +$5.01M +215,040 +988%
SG
30
Stanich Group
New York
$5.56M +$5.49M +235,868 New
PWM
31
Perigon Wealth Management
California
$5.38M +$337K +14,460 +7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$5.32M +$1.74M +74,662 +49%
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$4.89M +$336K +14,412 +7%
UCFA
34
United Capital Financial Advisors
Texas
$4.78M +$1.42M +60,806 +43%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.74M +$394K +16,923 +9%
SC
36
Savant Capital
Illinois
$4.73M -$24.3K -1,044 -0.5%
EH
37
Equitable Holdings
New York
$4.68M +$878K +37,691 +23%
HGWM
38
Horst & Graben Wealth Management
Oregon
$4.66M +$601K +25,803 +15%
OIA
39
OneDigital Investment Advisors
Kansas
$4.4M +$539K +23,139 +14%
CCM
40
Colorado Capital Management
Colorado
$4.39M -$167K -7,190 -4%
MMA
41
Miracle Mile Advisors
California
$4.26M -$1.94M -83,106 -32%
SHJ
42
Sharkey, Howes & Javer
Colorado
$4.12M +$373K +16,031 +10%
WB
43
WesBanco Bank
West Virginia
$3.62M +$130K +5,591 +4%
LRWA
44
Long Run Wealth Advisors
New York
$3.62M +$208K +8,932 +6%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.61M +$507K +21,777 +17%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$3.6M -$85.9K -3,688 -2%
RF
47
Rossby Financial
Florida
$2.92M +$23.1K +990 +0.8%
AF
48
Allworth Financial
California
$2.89M -$512 -22 -0%
B
49
Barings
North Carolina
$2.86M -$600K -25,741 -17%
GM
50
GeoWealth Management
Illinois
$2.81M +$437K +18,767 +19%