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iShares ESG Aware USD Corporate Bond ETF

295 hedge funds and large institutions have $1.11B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
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
JFA
76
JNBA Financial Advisors
Minnesota
$1.29M
WIA
77
World Investment Advisors
California
$1.24M
FFA
78
Farther Finance Advisors
California
$1.24M
RFP
79
RCS Financial Planning
Maryland
$1.23M
AIM
80
Archer Investment Management
Texas
$1.22M
OCA
81
OpenArc Corporate Advisory
Georgia
$1.21M
PWMG
82
Private Wealth Management Group
New Jersey
$1.19M
WP
83
WealthShield Partners
North Carolina
$1.17M
SFA
84
Sequoia Financial Advisors
Ohio
$1.17M
LIA
85
LifePlan Investment Advisors
North Carolina
$1.15M
OCM
86
One Capital Management
California
$1.1M
TC
87
Trilogy Capital
California
$1.08M
VCM
88
Vision Capital Management
Oregon
$1.08M
EWA
89
EverSource Wealth Advisors
Alabama
$1.06M
EWM
90
Empirical Wealth Management
Washington
$1.06M
Stifel Financial
91
Stifel Financial
Missouri
$1.04M
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$1.03M
SW
93
SoFi Wealth
California
$1.03M
TF
94
Theory Financial
Colorado
$1.02M
WLIM
95
White Lighthouse Investment Management
Massachusetts
$1.02M
WA
96
Wealth Alliance
New York
$976K
APW
97
Austin Private Wealth
Texas
$964K
KPWS
98
Kestra Private Wealth Services
Texas
$956K
KAS
99
Kestra Advisory Services
Texas
$952K
P
100
&Partners
Tennessee
$899K