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iShares ESG Aware USD Corporate Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
1
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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$2.02M
SWM
52
SigFig Wealth Management
California
$2.02M
TDWM
53
Topel & Distasi Wealth Management
California
$1.95M
SWG
54
Summit Wealth Group
Vermont
$1.91M
BCM
55
Brookstone Capital Management
Illinois
$1.7M
COCM
56
Charter Oak Capital Management
New Hampshire
$1.68M
Vontobel Holding
57
Vontobel Holding
Switzerland
$1.67M
B
58
Birchbrook
Maine
$1.56M
FT
59
Fiduciary Trust
Massachusetts
$1.49M
ACA
60
Affinity Capital Advisors
California
$1.49M
SPIA
61
Steward Partners Investment Advisory
New York
$1.39M
MFG
62
Merit Financial Group
Georgia
$1.39M
EFG
63
Elios Financial Group
Ohio
$1.39M
ISFAN
64
Investor's Fiduciary Advisor Network
Washington
$1.39M
ASN
65
Advisory Services Network
Georgia
$1.38M
RA
66
RFG Advisory
Alabama
$1.26M
HighTower Advisors
67
HighTower Advisors
Illinois
$1.24M
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M
VCM
69
Vision Capital Management
Oregon
$1.16M
MA
70
Mutual Advisors
Nebraska
$1.13M
JFA
71
JNBA Financial Advisors
Minnesota
$1.12M
PWMG
72
Private Wealth Management Group
New Jersey
$1.07M
AAS
73
Avantax Advisory Services
Texas
$1.05M
MOS
74
MGO One Seven
Ohio
$1.04M
LIA
75
LifePlan Investment Advisors
North Carolina
$1.04M