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iShares ESG Aware USD Corporate Bond ETF

298 hedge funds and large institutions have $1.23B invested in iShares ESG Aware USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 181 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$1.48M
ASN
77
Advisory Services Network
Georgia
$1.46M
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M
MOS
79
MGO One Seven
Ohio
$1.39M
WIA
80
World Investment Advisors
California
$1.38M
OCA
81
OpenArc Corporate Advisory
Georgia
$1.38M
SA
82
Skyline Advisors
Washington
$1.34M
JFA
83
JNBA Financial Advisors
Minnesota
$1.34M
SW
84
SoFi Wealth
California
$1.3M
WP
85
WealthShield Partners
North Carolina
$1.27M
DWM
86
Diversify Wealth Management
Utah
$1.26M
Cerity Partners
87
Cerity Partners
New York
$1.26M
RFP
88
RCS Financial Planning
Maryland
$1.25M
ACA
89
Affinity Capital Advisors
California
$1.25M
OCM
90
One Capital Management
California
$1.23M
PWMG
91
Private Wealth Management Group
New Jersey
$1.21M
LIA
92
LifePlan Investment Advisors
North Carolina
$1.19M
TC
93
Trilogy Capital
California
$1.15M
KAS
94
Kestra Advisory Services
Texas
$1.13M
KPWS
95
Kestra Private Wealth Services
Texas
$1.12M
EWA
96
EverSource Wealth Advisors
Alabama
$1.11M
TF
97
Theory Financial
Colorado
$1.1M
VCM
98
Vision Capital Management
Oregon
$1.08M
EWM
99
Empirical Wealth Management
Washington
$1.06M
WLIM
100
White Lighthouse Investment Management
Massachusetts
$1.03M