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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.65M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$5.36M
3
CCM
Colorado Capital Management
Colorado
+$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$14.6M
2
B
Barings
North Carolina
-$7.14M
3
Betterment LLC
Betterment LLC
New York
-$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
126
US Financial Advisors
Massachusetts
$513K +$60.3K +2,613 +13%
BFG
127
Beacon Financial Group
Texas
$511K – – –
BFG
128
Buttonwood Financial Group
Missouri
$509K -$2.67K -119 -0.5%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$508K +$508K +22,041 New
Mariner
130
Mariner
Kansas
$508K +$117K +5,082 +30%
MPIM
131
McGinn Penninger Investment Management
Virginia
$491K +$491K +21,293 New
HPM
132
Hoxton Planning & Management
West Virginia
$483K +$160K +6,920 +49%
PG
133
Proffitt & Goodson
Tennessee
$477K -$948K -41,095 -67%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$467K +$242K +10,508 +107%
DAS
135
Dynamic Advisor Solutions
Arizona
$463K +$51.8K +2,247 +13%
M&T Bank
136
M&T Bank
New York
$459K -$29.8K -1,292 -6%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$446K +$446K +19,362 New
SPAS
138
Spectrum Planning & Advisory Services
California
$446K +$55K +2,383 +14%
LWA
139
Lifelong Wealth Advisors
Minnesota
$442K +$17.8K +770 +4%
PCIA
140
Prime Capital Investment Advisors
Kansas
$439K +$439K +19,023 New
PFM
141
Peak Financial Management
Massachusetts
$423K +$10.6K +460 +3%
FFN
142
Focus Financial Network
Minnesota
$422K +$2.74K +119 +0.7%
GSWM
143
Golden State Wealth Management
California
$421K +$11.2K +484 +3%
EPW
144
Evergreen Private Wealth
Colorado
$419K -$138 -6 -0%
RWP
145
RWA Wealth Partners
Massachusetts
$416K -$16K -694 -4%
DE
146
Diversified Enterprises
Delaware
$412K -$78.9K -3,420 -16%
TWP
147
Tempus Wealth Planning
California
$410K +$87.9K +3,810 +27%
BFA
148
Bragg Financial Advisors
North Carolina
$397K +$18.9K +819 +5%
CCA
149
Cobblestone Capital Advisors
New York
$395K -$14.4K -625 -4%
KPWS
150
Kestra Private Wealth Services
Texas
$385K -$11.6K -501 -3%
4 5
6
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