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iShares ESG Aware USD Corporate Bond ETF

256 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 133 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.21M
NA
52
NewEdge Advisors
Louisiana
$2.02M
SWM
53
SigFig Wealth Management
California
$2.02M
TDWM
54
Topel & Distasi Wealth Management
California
$1.95M
SWG
55
Summit Wealth Group
Vermont
$1.91M
BCM
56
Brookstone Capital Management
Illinois
$1.7M
COCM
57
Charter Oak Capital Management
New Hampshire
$1.68M
Vontobel Holding
58
Vontobel Holding
Switzerland
$1.67M
SA
59
Sanctuary Advisors
Indiana
$1.63M
B
60
Birchbrook
Maine
$1.56M
FT
61
Fiduciary Trust
Massachusetts
$1.49M
ACA
62
Affinity Capital Advisors
California
$1.49M
SPIA
63
Steward Partners Investment Advisory
New York
$1.39M
MFG
64
Merit Financial Group
Georgia
$1.39M
EFG
65
Elios Financial Group
Ohio
$1.39M
ISFAN
66
Investor's Fiduciary Advisor Network
Washington
$1.39M
ASN
67
Advisory Services Network
Georgia
$1.38M
RA
68
RFG Advisory
Alabama
$1.26M
HighTower Advisors
69
HighTower Advisors
Illinois
$1.24M
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M
VCM
71
Vision Capital Management
Oregon
$1.16M
MA
72
Mutual Advisors
Nebraska
$1.13M
JFA
73
JNBA Financial Advisors
Minnesota
$1.12M
PWMG
74
Private Wealth Management Group
New Jersey
$1.07M
AAS
75
Avantax Advisory Services
Texas
$1.05M