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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
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
FWI
51
Facet Wealth Inc
Maryland
$2.27M
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.23M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.19M
NA
54
NewEdge Advisors
Louisiana
$1.97M
SWG
55
Summit Wealth Group
Vermont
$1.92M
ISFAN
56
Investor's Fiduciary Advisor Network
Washington
$1.86M
TDWM
57
Topel & Distasi Wealth Management
California
$1.84M
BCM
58
Brookstone Capital Management
Illinois
$1.78M
COCM
59
Charter Oak Capital Management
New Hampshire
$1.77M
SWM
60
SigFig Wealth Management
California
$1.72M
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$1.71M
Vontobel Holding
62
Vontobel Holding
Switzerland
$1.65M
GM
63
GeoWealth Management
Illinois
$1.63M
ACA
64
Affinity Capital Advisors
California
$1.58M
FT
65
Fiduciary Trust
Massachusetts
$1.46M
B
66
Birchbrook
Maine
$1.4M
EFG
67
Elios Financial Group
Ohio
$1.4M
ASN
68
Advisory Services Network
Georgia
$1.39M
Goldman Sachs
69
Goldman Sachs
New York
$1.3M
SPIA
70
Steward Partners Investment Advisory
New York
$1.24M
HighTower Advisors
71
HighTower Advisors
Illinois
$1.24M
JFA
72
JNBA Financial Advisors
Minnesota
$1.19M
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M
SFA
74
Sequoia Financial Advisors
Ohio
$1.13M
MA
75
Mutual Advisors
Nebraska
$1.13M