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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
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
76
Vision Capital Management
Oregon
$1.12M -$14.9K -645 -1%
EB
77
Eastern Bank
Massachusetts
$1.1M -$2.06M -89,390 -65%
RA
78
RFG Advisory
Alabama
$1.1M +$65.6K +2,843 +6%
PWMG
79
Private Wealth Management Group
New Jersey
$1.07M -$56.2K -2,436 -5%
TC
80
TownSquare Capital
Utah
$1.07M -$262K -11,344 -20%
Citadel Advisors
81
Citadel Advisors
Florida
$1.03M +$507K +21,979 +97%
TC
82
Trilogy Capital
California
$976K +$135K +5,855 +16%
WP
83
WealthShield Partners
North Carolina
$931K +$45.4K +1,969 +5%
EWM
84
Empirical Wealth Management
Washington
$928K +$9.41K +408 +1%
AAS
85
Avantax Advisory Services
Texas
$920K +$93.1K +4,037 +11%
MFG
86
Merit Financial Group
Georgia
$907K +$907K +39,316 New
WIA
87
World Investment Advisors
California
$901K +$62.2K +2,698 +7%
LIA
88
LifePlan Investment Advisors
North Carolina
$897K +$97.7K +4,238 +12%
MOS
89
MGO One Seven
Ohio
$892K -$11.4K -493 -1%
DAS
90
Diversify Advisory Services
Utah
$878K -$234K -10,177 -21%
GI
91
Gradient Investments
Minnesota
$871K -$57K -2,470 -6%
FFA
92
Farther Finance Advisors
California
$870K +$262K +11,373 +43%
APW
93
Austin Private Wealth
Texas
$849K -$102K -4,422 -11%
CL
94
Choreo LLC
Illinois
$843K -$346K -15,005 -29%
AIP
95
Ameritas Investment Partners
Nebraska
$830K +$24.5K +1,061 +3%
PR
96
Payden & Rygel
California
$820K
WCWM
97
Willow Creek Wealth Management
California
$804K +$20.3K +879 +3%
VHAM
98
Van Hulzen Asset Management
California
$791K
EWA
99
EverSource Wealth Advisors
Alabama
$781K -$9.94K -431 -1%
TF
100
Theory Financial
Colorado
$770K +$14.7K +638 +2%