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iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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 +$5.65M
2 +$5.36M
3 +$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1 -$14.6M
2 -$7.14M
3 -$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Vision Capital Management
Oregon
$1.12M
EB
77
Eastern Bank
Massachusetts
$1.1M
RA
78
RFG Advisory
Alabama
$1.1M
PWMG
79
Private Wealth Management Group
New Jersey
$1.07M
TC
80
TownSquare Capital
Utah
$1.07M
Citadel Advisors
81
Citadel Advisors
Florida
$1.03M
TC
82
Trilogy Capital
California
$976K
WP
83
WealthShield Partners
North Carolina
$931K
EWM
84
Empirical Wealth Management
Washington
$928K
AAS
85
Avantax Advisory Services
Texas
$920K
MFG
86
Merit Financial Group
Georgia
$907K
WIA
87
World Investment Advisors
California
$901K
LIA
88
LifePlan Investment Advisors
North Carolina
$897K
MOS
89
MGO One Seven
Ohio
$892K
DAS
90
Diversify Advisory Services
Utah
$878K
GI
91
Gradient Investments
Minnesota
$871K
FFA
92
Farther Finance Advisors
California
$870K
APW
93
Austin Private Wealth
Texas
$849K
CL
94
Choreo LLC
Illinois
$843K
AIP
95
Ameritas Investment Partners
Nebraska
$830K
PR
96
Payden & Rygel
California
$820K
WCWM
97
Willow Creek Wealth Management
California
$804K
VHAM
98
Van Hulzen Asset Management
California
$791K
EWA
99
EverSource Wealth Advisors
Alabama
$781K
TF
100
Theory Financial
Colorado
$770K