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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $956M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$1.03M +$273K +11,741 +36%
EWM
77
Empirical Wealth Management
Washington
$1.01M +$78.4K +3,376 +8%
SFA
78
Sequoia Financial Advisors
Ohio
$1.01M -$124K -5,350 -11%
APW
79
Austin Private Wealth
Texas
$1.01M +$151K +6,498 +18%
TC
80
Trilogy Capital
California
$996K +$12.3K +530 +1%
WIA
81
World Investment Advisors
California
$995K +$87.3K +3,759 +10%
TF
82
Theory Financial
Colorado
$954K +$181K +7,826 +23%
IWC
83
Integrated Wealth Concepts
Massachusetts
$932K +$250K +10,758 +37%
WP
84
WealthShield Partners
North Carolina
$923K -$15.1K -652 -2%
FFA
85
Farther Finance Advisors
California
$899K +$20.7K +890 +2%
Stifel Financial
86
Stifel Financial
Missouri
$881K +$205K +8,806 +30%
EWA
87
EverSource Wealth Advisors
Alabama
$880K +$93.6K +4,031 +12%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$851K +$157K +6,737 +23%
PR
89
Payden & Rygel
California
$826K
OWCM
90
One Wealth Capital Management
Arizona
$820K +$149K +6,411 +22%
AIP
91
Ameritas Investment Partners
Nebraska
$812K -$24.2K -1,040 -3%
VHAM
92
Van Hulzen Asset Management
California
$797K
WCWM
93
Willow Creek Wealth Management
California
$795K -$14.5K -626 -2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$780K +$8.62K +371 +1%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$751K +$751K +32,344 New
AG
96
Ascent Group
Virginia
$743K +$66.6K +2,868 +10%
DAS
97
Diversify Advisory Services
Utah
$738K -$150K -6,451 -17%
FTUS
98
Flow Traders U.S.
New York
$736K +$736K +31,674 New
GI
99
Gradient Investments
Minnesota
$732K -$146K -6,281 -17%
MPW
100
MA Private Wealth
California
$712K