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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

197% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 61

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$108M)

2.73% more ownership

Funds ownership: 85.77%88.51% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 301298 (-3)

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
181
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$1.03M +$342K +14,613 +49%
WA
102
Wealth Alliance
New York
$966K +$117 +5 +0%
P
103
&Partners
Tennessee
$954K +$65K +2,780 +7%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$952K +$85.1K +3,641 +10%
AIP
105
Ameritas Investment Partners
Nebraska
$919K +$43.2K +1,848 +5%
Stifel Financial
106
Stifel Financial
Missouri
$907K -$124K -5,314 -12%
GWMR
107
GC Wealth Management RIA
Massachusetts
$900K +$50.3K +2,153 +6%
SYBT
108
Stock Yards Bank & Trust
Kentucky
$892K +$56.1K +2,400 +7%
SDWMA
109
Schneider Downs Wealth Management Advisors
Pennsylvania
$886K +$12.9K +554 +1%
SFA
110
Sequoia Financial Advisors
Ohio
$881K -$275K -11,763 -24%
LWA
111
Lifelong Wealth Advisors
Minnesota
$873K +$4.16K +178 +0.5%
CWM
112
Contango Wealth Management
California
$845K +$132K +5,635 +18%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$840K +$227K +9,706 +36%
HPM
114
Hoxton Planning & Management
West Virginia
$830K +$139K +5,947 +20%
PR
115
Payden & Rygel
California
$823K
VHAM
116
Van Hulzen Asset Management
California
$794K
NG
117
Navigation Group
California
$783K +$791K +33,826 New
RWP
118
RWA Wealth Partners
Massachusetts
$776K +$521K +22,304 +198%
CA
119
Continuum Advisory
Idaho
$763K -$2.78K -119 -0.4%
MPW
120
MA Private Wealth
California
$757K
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$382K +16,331 +101%
VWM
122
Venturi Wealth Management
Texas
$740K +$205K +8,768 +38%
OWCM
123
One Wealth Capital Management
Arizona
$727K +$9.93K +425 +1%
AI
124
Atria Investments
North Carolina
$715K +$29.8K +1,273 +4%
TW
125
Traveka Wealth
California
$709K +$17.3K +742 +2%