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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 %
NA
51
NewEdge Advisors
Louisiana
$2.02M +$34.2K +1,472 +2%
SWM
52
SigFig Wealth Management
California
$2.02M +$296K +12,805 +17%
TDWM
53
Topel & Distasi Wealth Management
California
$1.95M +$99.4K +4,279 +5%
SWG
54
Summit Wealth Group
Vermont
$1.91M -$21.2K -914 -1%
BCM
55
Brookstone Capital Management
Illinois
$1.7M -$86.3K -3,716 -5%
COCM
56
Charter Oak Capital Management
New Hampshire
$1.68M -$101K -4,354 -6%
Vontobel Holding
57
Vontobel Holding
Switzerland
$1.67M +$3.32K +143 +0.2%
B
58
Birchbrook
Maine
$1.56M +$144K +6,202 +10%
FT
59
Fiduciary Trust
Massachusetts
$1.49M +$21.3K +917 +1%
ACA
60
Affinity Capital Advisors
California
$1.49M -$146K -6,288 -9%
SPIA
61
Steward Partners Investment Advisory
New York
$1.39M +$138K +5,950 +11%
MFG
62
Merit Financial Group
Georgia
$1.39M +$477K +20,513 +52%
EFG
63
Elios Financial Group
Ohio
$1.39M -$19.9K -857 -1%
ISFAN
64
Investor's Fiduciary Advisor Network
Washington
$1.39M -$483K -20,800 -26%
ASN
65
Advisory Services Network
Georgia
$1.38M -$11.1K -479 -0.8%
RA
66
RFG Advisory
Alabama
$1.26M +$155K +6,678 +14%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.24M -$8.55K -368 -0.7%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M +$28.7K +1,234 +2%
VCM
69
Vision Capital Management
Oregon
$1.16M +$29.8K +1,283 +3%
MA
70
Mutual Advisors
Nebraska
$1.13M -$7.1K -307 -0.6%
JFA
71
JNBA Financial Advisors
Minnesota
$1.12M -$83.1K -3,577 -7%
PWMG
72
Private Wealth Management Group
New Jersey
$1.07M -$14.9K -642 -1%
AAS
73
Avantax Advisory Services
Texas
$1.05M +$118K +5,085 +13%
MOS
74
MGO One Seven
Ohio
$1.04M +$140K +6,022 +16%
LIA
75
LifePlan Investment Advisors
North Carolina
$1.04M +$134K +5,760 +15%
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3
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