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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $963M 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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
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
MPW
101
MA Private Wealth
California
$712K
SYBT
102
Stock Yards Bank & Trust
Kentucky
$710K
WA
103
Wealth Alliance
New York
$700K
OPWM
104
Oregon Pacific Wealth Management
Oregon
$691K
AWM
105
Aprio Wealth Management
Georgia
$667K
Mariner
106
Mariner
Kansas
$639K
NCM
107
Neumann Capital Management
California
$626K
CA
108
Continuum Advisory
Idaho
$603K
UB
109
UMB Bank
Missouri
$598K
SW
110
SoFi Wealth
California
$595K
AWS
111
Atria Wealth Solutions
New York
$591K
BEC
112
Blue Edge Capital
Virginia
$584K
PA
113
PFG Advisors
Arizona
$582K
DE
114
Diversified Enterprises
Delaware
$580K
Truist Financial
115
Truist Financial
North Carolina
$579K
BFG
116
Buttonwood Financial Group
Missouri
$575K
CL
117
Choreo LLC
Illinois
$568K
VWM
118
Venturi Wealth Management
Texas
$556K
SAG
119
SageView Advisory Group
California
$555K
Corient Private Wealth
120
Corient Private Wealth
Florida
$545K
FHA
121
First Horizon Advisors
Tennessee
$543K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$537K
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$531K
MWM
124
MBE Wealth Management
Wisconsin
$530K
LWA
125
Lifelong Wealth Advisors
Minnesota
$525K