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iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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 +$5.65M
2 +$5.36M
3 +$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1 -$14.6M
2 -$7.14M
3 -$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$766K
OPS
102
Orion Portfolio Solutions
Nebraska
$755K
BCI
103
Brinker Capital Investments
Pennsylvania
$755K
WA
104
Wealth Alliance
New York
$749K
MPW
105
MA Private Wealth
California
$707K
SYBT
106
Stock Yards Bank & Trust
Kentucky
$704K
OPWM
107
Oregon Pacific Wealth Management
Oregon
$700K
SDWMA
108
Schneider Downs Wealth Management Advisors
Pennsylvania
$689K
IWC
109
Integrated Wealth Concepts
Massachusetts
$677K
AG
110
Ascent Group
Virginia
$672K
Stifel Financial
111
Stifel Financial
Missouri
$672K
OWCM
112
One Wealth Capital Management
Arizona
$666K
BEC
113
Blue Edge Capital
Virginia
$660K
NCM
114
Neumann Capital Management
California
$629K
SAG
115
SageView Advisory Group
California
$597K
UB
116
UMB Bank
Missouri
$593K
CA
117
Continuum Advisory
Idaho
$590K
AWM
118
Aprio Wealth Management
Georgia
$582K
PA
119
PFG Advisors
Arizona
$581K
VWM
120
Venturi Wealth Management
Texas
$572K
Corient Private Wealth
121
Corient Private Wealth
Florida
$540K
Truist Financial
122
Truist Financial
North Carolina
$530K
MWM
123
MBE Wealth Management
Wisconsin
$526K
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$517K
WFA
125
Wells Financial Advisors
Massachusetts
$515K