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iShares ESG Aware USD Corporate Bond ETF

298 hedge funds and large institutions have $1.23B invested in iShares ESG Aware USD Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 181 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 61

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$108M)

2.73% more ownership

Funds ownership: 85.77%88.51% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 301298 (-3)

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
181
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$708K +$369K +15,792 +107%
AWM
127
Aprio Wealth Management
Georgia
$701K +$5.26K +225 +0.7%
OPWM
128
Oregon Pacific Wealth Management
Oregon
$662K -$66.2K -2,833 -9%
ME
129
McIlrath & Eck
Washington
$659K +$15K +643 +2%
GI
130
Gradient Investments
Minnesota
$639K +$7.06K +302 +1%
KFSC
131
Keystone Financial Services (Colorado)
Colorado
$638K -$164 -7 -0%
EPW
132
Endeavor Private Wealth
Kansas
$632K +$333K +14,247 +109%
KF
133
Kelsey Financial
California
$628K +$36.7K +1,572 +6%
NCM
134
Neumann Capital Management
California
$607K +$9.35K +400 +2%
UB
135
UMB Bank
Missouri
$595K
SAI
136
Savvy Advisors Inc
New York
$590K +$246K +10,533 +70%
Truist Financial
137
Truist Financial
North Carolina
$584K +$11.4K +488 +2%
EPW
138
Evergreen Private Wealth
Colorado
$581K +$124K +5,293 +27%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$577K +$3.44K +147 +0.6%
JC
140
JB Capital
Connecticut
$551K -$3.27K -140 -0.6%
BFG
141
Beacon Financial Group
Texas
$545K +$29.7K +1,269 +6%
AFTS
142
American Financial & Tax Strategies
New York
$542K +$8.37K +358 +2%
EL
143
EQ LLC
Washington
$538K +$64.6K +2,765 +13%
WFA
144
Wells Financial Advisors
Massachusetts
$533K +$16.4K +700 +3%
MWM
145
MBE Wealth Management
Wisconsin
$530K +$85.1K +3,641 +19%
TWP
146
Tempus Wealth Planning
California
$528K -$5.05K -216 -0.9%
AG
147
Ascent Group
Virginia
$524K +$13K +555 +3%
LA
148
LexAurum Advisors
Kansas
$516K +$521K +22,292 New
FFN
149
Focus Financial Network
Minnesota
$508K +$34.2K +1,464 +7%
PG
150
Proffitt & Goodson
Tennessee
$499K