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iShares ESG Aware USD Corporate Bond ETF

267 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 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$1.16M +$150K +6,461 +15%
PWMG
77
Private Wealth Management Group
New Jersey
$1.16M +$77K +3,306 +7%
JFA
78
JNBA Financial Advisors
Minnesota
$1.15M +$12.3K +527 +1%
LIA
79
LifePlan Investment Advisors
North Carolina
$1.11M +$56.5K +2,425 +5%
WP
80
WealthShield Partners
North Carolina
$1.08M +$141K +6,065 +15%
VCM
81
Vision Capital Management
Oregon
$1.06M -$113K -4,856 -10%
EWM
82
Empirical Wealth Management
Washington
$1.06M +$34.2K +1,470 +3%
TF
83
Theory Financial
Colorado
$1.04M +$59.5K +2,553 +6%
TC
84
Trilogy Capital
California
$1.04M +$26.2K +1,125 +3%
SFA
85
Sequoia Financial Advisors
Ohio
$1.03M +$3.35K +144 +0.3%
EWA
86
EverSource Wealth Advisors
Alabama
$1.03M +$133K +5,694 +15%
Stifel Financial
87
Stifel Financial
Missouri
$1.02M +$125K +5,365 +14%
APW
88
Austin Private Wealth
Texas
$981K -$39.4K -1,693 -4%
P
89
&Partners
Tennessee
$936K +$582K +24,993 +170%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$933K +$407K +17,488 +78%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$917K +$53.4K +2,292 +6%
WLIM
92
White Lighthouse Investment Management
Massachusetts
$892K +$882K +37,869 New
OWCM
93
One Wealth Capital Management
Arizona
$871K +$39.2K +1,682 +5%
PR
94
Payden & Rygel
California
$838K
AIP
95
Ameritas Investment Partners
Nebraska
$832K +$8.48K +364 +1%
VHAM
96
Van Hulzen Asset Management
California
$808K
SW
97
SoFi Wealth
California
$807K +$201K +8,647 +34%
KPWS
98
Kestra Private Wealth Services
Texas
$807K +$406K +17,437 +104%
WA
99
Wealth Alliance
New York
$807K +$96.6K +4,146 +14%
WCWM
100
Willow Creek Wealth Management
California
$807K