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iShares ESG Aware USD Corporate Bond ETF

299 hedge funds and large institutions have $1.12B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 159 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
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 +$8.84M
2 +$4.41M
3 +$3.81M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.67M

Top Sellers

1 -$5.56M
2 -$4.4M
3 -$1.83M
4
SC
Savant Capital
Illinois
-$1.69M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$1.32M
MOS
77
MGO One Seven
Ohio
$1.3M
JFA
78
JNBA Financial Advisors
Minnesota
$1.29M
Corient Private Wealth
79
Corient Private Wealth
Florida
$1.26M
FFA
80
Farther Finance Advisors
California
$1.24M
RFP
81
RCS Financial Planning
Maryland
$1.23M
AIM
82
Archer Investment Management
Texas
$1.22M
OCA
83
OpenArc Corporate Advisory
Georgia
$1.21M
PWMG
84
Private Wealth Management Group
New Jersey
$1.19M
WP
85
WealthShield Partners
North Carolina
$1.17M
SFA
86
Sequoia Financial Advisors
Ohio
$1.17M
LIA
87
LifePlan Investment Advisors
North Carolina
$1.15M
OCM
88
One Capital Management
California
$1.1M
TC
89
Trilogy Capital
California
$1.08M
VCM
90
Vision Capital Management
Oregon
$1.08M
EWA
91
EverSource Wealth Advisors
Alabama
$1.06M
EWM
92
Empirical Wealth Management
Washington
$1.06M
Stifel Financial
93
Stifel Financial
Missouri
$1.04M
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$1.03M
SW
95
SoFi Wealth
California
$1.03M
TF
96
Theory Financial
Colorado
$1.02M
WLIM
97
White Lighthouse Investment Management
Massachusetts
$1.02M
WA
98
Wealth Alliance
New York
$976K
APW
99
Austin Private Wealth
Texas
$964K
KPWS
100
Kestra Private Wealth Services
Texas
$956K