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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 %
FWI
51
Facet Wealth Inc
Maryland
$2.27M -$256K -11,286 -10%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$2.23M +$2.12K +92 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.19M -$148K -6,411 -6%
NA
54
NewEdge Advisors
Louisiana
$1.97M -$448K -19,417 -18%
SWG
55
Summit Wealth Group
Vermont
$1.92M +$67.2K +2,916 +4%
ISFAN
56
Investor's Fiduciary Advisor Network
Washington
$1.86M -$13.2K -573 -0.7%
TDWM
57
Topel & Distasi Wealth Management
California
$1.84M +$263K +11,405 +17%
BCM
58
Brookstone Capital Management
Illinois
$1.78M -$49.1K -2,129 -3%
COCM
59
Charter Oak Capital Management
New Hampshire
$1.77M +$28.6K +1,241 +2%
SWM
60
SigFig Wealth Management
California
$1.72M -$122K -5,291 -7%
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$1.71M
Vontobel Holding
62
Vontobel Holding
Switzerland
$1.65M -$290K -12,568 -15%
GM
63
GeoWealth Management
Illinois
$1.63M +$759K +32,932 +87%
ACA
64
Affinity Capital Advisors
California
$1.58M +$570K +25,421 +57%
FT
65
Fiduciary Trust
Massachusetts
$1.46M +$359K +15,550 +33%
B
66
Birchbrook
Maine
$1.4M +$294K +12,748 +26%
EFG
67
Elios Financial Group
Ohio
$1.4M -$922 -40 -0.1%
ASN
68
Advisory Services Network
Georgia
$1.39M -$666K -28,881 -32%
Goldman Sachs
69
Goldman Sachs
New York
$1.3M +$1.3M +56,418 New
SPIA
70
Steward Partners Investment Advisory
New York
$1.24M -$59.3K -2,573 -5%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.24M +$66.9K +2,902 +6%
JFA
72
JNBA Financial Advisors
Minnesota
$1.19M -$85.8K -3,720 -7%
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$269K -11,674 -19%
SFA
74
Sequoia Financial Advisors
Ohio
$1.13M -$72.7K -3,151 -6%
MA
75
Mutual Advisors
Nebraska
$1.13M -$401K -17,491 -26%