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iShares ESG Aware USD Corporate Bond ETF

298 hedge funds and large institutions have $1.23B invested in iShares ESG Aware USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 181 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 61

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$108M)

2.73% more ownership

Funds ownership: 85.77%88.51% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 301298 (-3)

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
181
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$1.48M -$18.8K -804 -1%
ASN
77
Advisory Services Network
Georgia
$1.46M -$36.4K -1,556 -2%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M +$25.6K +1,095 +2%
MOS
79
MGO One Seven
Ohio
$1.39M +$111K +4,733 +9%
WIA
80
World Investment Advisors
California
$1.38M +$64.1K +2,741 +5%
OCA
81
OpenArc Corporate Advisory
Georgia
$1.38M +$182K +7,798 +15%
SA
82
Skyline Advisors
Washington
$1.34M +$1.36M +58,124 New
JFA
83
JNBA Financial Advisors
Minnesota
$1.34M +$67.6K +2,894 +5%
SW
84
SoFi Wealth
California
$1.3M +$288K +12,342 +28%
WP
85
WealthShield Partners
North Carolina
$1.27M +$113K +4,842 +10%
DWM
86
Diversify Wealth Management
Utah
$1.26M +$484K +20,691 +61%
Cerity Partners
87
Cerity Partners
New York
$1.26M +$1.27M +54,275 New
RFP
88
RCS Financial Planning
Maryland
$1.25M +$37.7K +1,612 +3%
ACA
89
Affinity Capital Advisors
California
$1.25M -$61.1K -2,612 -5%
OCM
90
One Capital Management
California
$1.23M +$137K +5,873 +12%
PWMG
91
Private Wealth Management Group
New Jersey
$1.21M +$30K +1,285 +3%
LIA
92
LifePlan Investment Advisors
North Carolina
$1.19M +$48.4K +2,069 +4%
TC
93
Trilogy Capital
California
$1.15M +$81.8K +3,499 +8%
KAS
94
Kestra Advisory Services
Texas
$1.13M +$193K +8,261 +20%
KPWS
95
Kestra Private Wealth Services
Texas
$1.12M +$180K +7,715 +19%
EWA
96
EverSource Wealth Advisors
Alabama
$1.11M +$64.7K +2,768 +6%
TF
97
Theory Financial
Colorado
$1.1M +$91.2K +3,902 +9%
VCM
98
Vision Capital Management
Oregon
$1.08M +$11.4K +489 +1%
EWM
99
Empirical Wealth Management
Washington
$1.06M +$15.1K +647 +1%
WLIM
100
White Lighthouse Investment Management
Massachusetts
$1.03M +$22.5K +963 +2%