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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
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$766K +$277 +12 +0%
OPS
102
Orion Portfolio Solutions
Nebraska
$755K +$78.3K +3,394 +12%
BCI
103
Brinker Capital Investments
Pennsylvania
$755K +$78.3K +3,394 +12%
WA
104
Wealth Alliance
New York
$749K +$36.5K +1,584 +5%
MPW
105
MA Private Wealth
California
$707K
SYBT
106
Stock Yards Bank & Trust
Kentucky
$704K +$90.6K +3,930 +15%
OPWM
107
Oregon Pacific Wealth Management
Oregon
$700K -$8.53K -370 -1%
SDWMA
108
Schneider Downs Wealth Management Advisors
Pennsylvania
$689K
IWC
109
Integrated Wealth Concepts
Massachusetts
$677K +$10.5K +455 +2%
AG
110
Ascent Group
Virginia
$672K +$303K +13,145 +82%
Stifel Financial
111
Stifel Financial
Missouri
$672K +$132K +5,713 +24%
OWCM
112
One Wealth Capital Management
Arizona
$666K +$12.6K +548 +2%
BEC
113
Blue Edge Capital
Virginia
$660K -$30.8K -1,336 -4%
NCM
114
Neumann Capital Management
California
$629K +$9.22K +400 +1%
SAG
115
SageView Advisory Group
California
$597K -$569K -24,659 -49%
UB
116
UMB Bank
Missouri
$593K
CA
117
Continuum Advisory
Idaho
$590K -$3.27K -142 -0.6%
AWM
118
Aprio Wealth Management
Georgia
$582K -$219K -9,517 -27%
PA
119
PFG Advisors
Arizona
$581K -$29.7K -1,290 -5%
VWM
120
Venturi Wealth Management
Texas
$572K -$11.1K -480 -2%
Corient Private Wealth
121
Corient Private Wealth
Florida
$540K +$29.5K +1,278 +6%
Truist Financial
122
Truist Financial
North Carolina
$530K -$346K -14,990 -39%
MWM
123
MBE Wealth Management
Wisconsin
$526K +$526K +22,793 New
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$517K -$109K -4,731 -17%
WFA
125
Wells Financial Advisors
Massachusetts
$515K