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iShares ESG Aware USD Corporate Bond ETF

262 hedge funds and large institutions have $1.07B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 155 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SigFig Wealth Management
California
$2.33M
SWG
52
Summit Wealth Group
Vermont
$2.22M
NA
53
NewEdge Advisors
Louisiana
$2.21M
TDWM
54
Topel & Distasi Wealth Management
California
$1.97M
BCM
55
Brookstone Capital Management
Illinois
$1.92M
MFG
56
Merit Financial Group
Georgia
$1.9M
COCM
57
Charter Oak Capital Management
New Hampshire
$1.89M
Vontobel Holding
58
Vontobel Holding
Switzerland
$1.83M
SPIA
59
Steward Partners Investment Advisory
New York
$1.65M
HSBC Holdings
60
HSBC Holdings
United Kingdom
$1.63M
BCI
61
Brinker Capital Investments
Pennsylvania
$1.57M
ISFAN
62
Investor's Fiduciary Advisor Network
Washington
$1.54M
FT
63
Fiduciary Trust
Massachusetts
$1.52M
B
64
Birchbrook
Maine
$1.48M
ACA
65
Affinity Capital Advisors
California
$1.44M
ASN
66
Advisory Services Network
Georgia
$1.43M
RA
67
RFG Advisory
Alabama
$1.35M
FTUS
68
Flow Traders U.S.
New York
$1.33M
HighTower Advisors
69
HighTower Advisors
Illinois
$1.31M
MOS
70
MGO One Seven
Ohio
$1.28M
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M
FFA
72
Farther Finance Advisors
California
$1.2M
OCM
73
One Capital Management
California
$1.18M
WIA
74
World Investment Advisors
California
$1.16M
PWMG
75
Private Wealth Management Group
New Jersey
$1.16M