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iShares ESG Aware USD Corporate Bond ETF

267 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 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
51
Facet Wealth Inc
Maryland
$2.5M +$86.8K +3,729 +4%
SWM
52
SigFig Wealth Management
California
$2.33M +$261K +11,203 +13%
SWG
53
Summit Wealth Group
Vermont
$2.22M +$276K +11,833 +14%
NA
54
NewEdge Advisors
Louisiana
$2.21M +$158K +6,763 +8%
TDWM
55
Topel & Distasi Wealth Management
California
$1.97M -$7.41K -318 -0.4%
BCM
56
Brookstone Capital Management
Illinois
$1.92M +$188K +8,078 +11%
MFG
57
Merit Financial Group
Georgia
$1.9M +$488K +20,934 +35%
COCM
58
Charter Oak Capital Management
New Hampshire
$1.89M +$182K +7,817 +11%
SA
59
Sanctuary Advisors
Indiana
$1.87M +$220K +9,433 +13%
Vontobel Holding
60
Vontobel Holding
Switzerland
$1.83M +$141K +6,074 +8%
SPIA
61
Steward Partners Investment Advisory
New York
$1.65M +$233K +10,024 +17%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$1.63M -$605K -25,958 -27%
BCI
63
Brinker Capital Investments
Pennsylvania
$1.57M +$520K +22,317 +50%
ISFAN
64
Investor's Fiduciary Advisor Network
Washington
$1.54M +$129K +5,560 +9%
FT
65
Fiduciary Trust
Massachusetts
$1.52M +$12.4K +534 +0.8%
B
66
Birchbrook
Maine
$1.48M -$101K -4,344 -6%
ACA
67
Affinity Capital Advisors
California
$1.44M -$70.1K -3,008 -5%
ASN
68
Advisory Services Network
Georgia
$1.43M +$21K +903 +2%
RA
69
RFG Advisory
Alabama
$1.35M +$65.2K +2,799 +5%
FTUS
70
Flow Traders U.S.
New York
$1.33M +$579K +24,882 +79%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.31M +$49.2K +2,114 +4%
MOS
72
MGO One Seven
Ohio
$1.28M +$225K +9,682 +22%
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M +$30.5K +1,309 +3%
FFA
74
Farther Finance Advisors
California
$1.2M +$289K +12,428 +32%
OCM
75
One Capital Management
California
$1.18M +$1.16M +49,946 New