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iShares ESG Aware USD Corporate Bond ETF

256 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 133 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$21.5M
2 +$11.4M
3 +$9.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
Gradient Investments
Minnesota
$732K
MPW
102
MA Private Wealth
California
$712K
SYBT
103
Stock Yards Bank & Trust
Kentucky
$710K
WA
104
Wealth Alliance
New York
$700K
OPWM
105
Oregon Pacific Wealth Management
Oregon
$691K
AWM
106
Aprio Wealth Management
Georgia
$667K
Mariner
107
Mariner
Kansas
$639K
NCM
108
Neumann Capital Management
California
$626K
CA
109
Continuum Advisory
Idaho
$603K
UB
110
UMB Bank
Missouri
$598K
SW
111
SoFi Wealth
California
$595K
AWS
112
Atria Wealth Solutions
New York
$591K
BEC
113
Blue Edge Capital
Virginia
$584K
PA
114
PFG Advisors
Arizona
$582K
DE
115
Diversified Enterprises
Delaware
$580K
Truist Financial
116
Truist Financial
North Carolina
$579K
BFG
117
Buttonwood Financial Group
Missouri
$575K
CL
118
Choreo LLC
Illinois
$568K
VWM
119
Venturi Wealth Management
Texas
$556K
SAG
120
SageView Advisory Group
California
$555K
Corient Private Wealth
121
Corient Private Wealth
Florida
$545K
FHA
122
First Horizon Advisors
Tennessee
$543K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$537K
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$531K
MWM
125
MBE Wealth Management
Wisconsin
$530K