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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $956M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SYBT
101
Stock Yards Bank & Trust
Kentucky
$710K
WA
102
Wealth Alliance
New York
$700K -$55.1K -2,372 -7%
OPWM
103
Oregon Pacific Wealth Management
Oregon
$691K -$13.7K -591 -2%
AWM
104
Aprio Wealth Management
Georgia
$667K +$80.9K +3,482 +14%
Mariner
105
Mariner
Kansas
$639K +$127K +5,473 +25%
NCM
106
Neumann Capital Management
California
$626K -$7.55K -325 -1%
CA
107
Continuum Advisory
Idaho
$603K +$7.88K +339 +1%
UB
108
UMB Bank
Missouri
$598K
SW
109
SoFi Wealth
California
$595K +$257K +11,061 +76%
AWS
110
Atria Wealth Solutions
New York
$591K -$4.01M -172,493 -87%
BEC
111
Blue Edge Capital
Virginia
$584K -$80.8K -3,479 -12%
PA
112
PFG Advisors
Arizona
$582K -$3.6K -155 -0.6%
DE
113
Diversified Enterprises
Delaware
$580K +$164K +7,062 +39%
Truist Financial
114
Truist Financial
North Carolina
$579K +$44.7K +1,924 +8%
BFG
115
Buttonwood Financial Group
Missouri
$575K +$52.7K +2,290 +10%
CL
116
Choreo LLC
Illinois
$568K -$281K -12,087 -33%
VWM
117
Venturi Wealth Management
Texas
$556K -$19.9K -856 -3%
SAG
118
SageView Advisory Group
California
$555K -$43.3K -1,874 -7%
Corient Private Wealth
119
Corient Private Wealth
Florida
$545K +$1.32K +57 +0.2%
FHA
120
First Horizon Advisors
Tennessee
$543K +$287K +12,363 +112%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$537K +$67.9K +2,938 +14%
KFSC
122
Keystone Financial Services (Colorado)
Colorado
$531K +$10K +431 +2%
MWM
123
MBE Wealth Management
Wisconsin
$530K +$976 +42 +0.2%
LWA
124
Lifelong Wealth Advisors
Minnesota
$525K +$79.9K +3,438 +18%
WFA
125
Wells Financial Advisors
Massachusetts
$519K