SUSC icon

iShares ESG Aware USD Corporate Bond ETF

264 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, 155 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$802K
IWC
102
Integrated Wealth Concepts
Massachusetts
$797K
AG
103
Ascent Group
Virginia
$771K
MPW
104
MA Private Wealth
California
$768K
SYBT
105
Stock Yards Bank & Trust
Kentucky
$720K
BFG
106
Buttonwood Financial Group
Missouri
$711K
OPWM
107
Oregon Pacific Wealth Management
Oregon
$707K
RFP
108
RCS Financial Planning
Maryland
$689K
AWM
109
Aprio Wealth Management
Georgia
$684K
AI
110
Atria Investments
North Carolina
$663K
GI
111
Gradient Investments
Minnesota
$646K
CA
112
Continuum Advisory
Idaho
$644K
DAS
113
Diversify Advisory Services
Utah
$624K
Jones Financial Companies
114
Jones Financial Companies
Missouri
$608K
UB
115
UMB Bank
Missouri
$606K
HPM
116
Hoxton Planning & Management
West Virginia
$598K
Mariner
117
Mariner
Kansas
$598K
NCM
118
Neumann Capital Management
California
$593K
Goldman Sachs
119
Goldman Sachs
New York
$587K
BEC
120
Blue Edge Capital
Virginia
$583K
Truist Financial
121
Truist Financial
North Carolina
$583K
SAG
122
SageView Advisory Group
California
$581K
PA
123
PFG Advisors
Arizona
$566K
Corient Private Wealth
124
Corient Private Wealth
Florida
$564K
VWM
125
Venturi Wealth Management
Texas
$562K