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iShares ESG Aware USD Corporate Bond ETF

262 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 34 funds opening new positions, 155 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$1.15M
LIA
77
LifePlan Investment Advisors
North Carolina
$1.11M
WP
78
WealthShield Partners
North Carolina
$1.08M
VCM
79
Vision Capital Management
Oregon
$1.06M
EWM
80
Empirical Wealth Management
Washington
$1.06M
TF
81
Theory Financial
Colorado
$1.04M
TC
82
Trilogy Capital
California
$1.04M
SFA
83
Sequoia Financial Advisors
Ohio
$1.03M
EWA
84
EverSource Wealth Advisors
Alabama
$1.03M
Stifel Financial
85
Stifel Financial
Missouri
$1.02M
APW
86
Austin Private Wealth
Texas
$981K
P
87
&Partners
Tennessee
$936K
FPAS
88
Focus Partners Advisor Solutions
Missouri
$933K
SDWMA
89
Schneider Downs Wealth Management Advisors
Pennsylvania
$917K
WLIM
90
White Lighthouse Investment Management
Massachusetts
$892K
OWCM
91
One Wealth Capital Management
Arizona
$871K
PR
92
Payden & Rygel
California
$838K
AIP
93
Ameritas Investment Partners
Nebraska
$832K
VHAM
94
Van Hulzen Asset Management
California
$808K
SW
95
SoFi Wealth
California
$807K
KPWS
96
Kestra Private Wealth Services
Texas
$807K
WA
97
Wealth Alliance
New York
$807K
WCWM
98
Willow Creek Wealth Management
California
$807K
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$802K
IWC
100
Integrated Wealth Concepts
Massachusetts
$797K