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iShares ESG Aware USD Corporate Bond ETF

267 hedge funds and large institutions have $1.07B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$802K +$10.7K +460 +1%
IWC
102
Integrated Wealth Concepts
Massachusetts
$797K -$147K -6,293 -16%
AG
103
Ascent Group
Virginia
$771K +$17.2K +739 +2%
MPW
104
MA Private Wealth
California
$768K +$45.3K +1,946 +6%
SYBT
105
Stock Yards Bank & Trust
Kentucky
$720K
BFG
106
Buttonwood Financial Group
Missouri
$711K +$122K +5,234 +21%
OPWM
107
Oregon Pacific Wealth Management
Oregon
$707K +$5.31K +228 +0.8%
RFP
108
RCS Financial Planning
Maryland
$689K +$682K +29,265 New
AWM
109
Aprio Wealth Management
Georgia
$684K +$7.66K +329 +1%
AI
110
Atria Investments
North Carolina
$663K +$303K +13,008 +86%
GI
111
Gradient Investments
Minnesota
$646K -$94.5K -4,059 -13%
CA
112
Continuum Advisory
Idaho
$644K +$32.3K +1,389 +5%
DAS
113
Diversify Advisory Services
Utah
$624K -$118K -5,087 -16%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$608K +$61.2K +2,628 +11%
UB
115
UMB Bank
Missouri
$606K
HPM
116
Hoxton Planning & Management
West Virginia
$598K +$83.1K +3,566 +16%
Mariner
117
Mariner
Kansas
$598K -$49.4K -2,123 -8%
NCM
118
Neumann Capital Management
California
$593K -$41.9K -1,800 -7%
Goldman Sachs
119
Goldman Sachs
New York
$587K +$580K +24,902 New
BEC
120
Blue Edge Capital
Virginia
$583K -$9.53K -409 -2%
Truist Financial
121
Truist Financial
North Carolina
$583K -$4.17K -179 -0.7%
SAG
122
SageView Advisory Group
California
$581K +$15.2K +654 +3%
PA
123
PFG Advisors
Arizona
$566K -$24.4K -1,048 -4%
Corient Private Wealth
124
Corient Private Wealth
Florida
$564K +$10.5K +450 +2%
VWM
125
Venturi Wealth Management
Texas
$562K -$1.91K -82 -0.3%