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iShares ESG Aware USD Corporate Bond ETF

295 hedge funds and large institutions have $1.11B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$8.84M
2 +$4.41M
3 +$3.81M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.67M

Top Sellers

1 -$5.56M
2 -$4.4M
3 -$1.83M
4
SC
Savant Capital
Illinois
-$1.69M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$886K
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$883K
LWA
103
Lifelong Wealth Advisors
Minnesota
$878K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$877K
GWMR
105
GC Wealth Management RIA
Massachusetts
$859K
SYBT
106
Stock Yards Bank & Trust
Kentucky
$845K
IWC
107
Integrated Wealth Concepts
Massachusetts
$837K
PR
108
Payden & Rygel
California
$831K
RCS
109
Retirement Capital Strategies
California
$828K
VHAM
110
Van Hulzen Asset Management
California
$802K
DWM
111
Diversify Wealth Management
Utah
$796K
CA
112
Continuum Advisory
Idaho
$774K
MPW
113
MA Private Wealth
California
$765K
OPWM
114
Oregon Pacific Wealth Management
Oregon
$735K
OWCM
115
One Wealth Capital Management
Arizona
$722K
AWM
116
Aprio Wealth Management
Georgia
$703K
HPM
117
Hoxton Planning & Management
West Virginia
$700K
TW
118
Traveka Wealth
California
$699K
Mariner
119
Mariner
Kansas
$697K
AI
120
Atria Investments
North Carolina
$692K
QC
121
Quadrature Capital
United Kingdom
$685K
ME
122
McIlrath & Eck
Washington
$651K
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$645K
GI
124
Gradient Investments
Minnesota
$639K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$631K