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iShares ESG Aware USD Corporate Bond ETF

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
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 +$5.65M
2 +$5.36M
3 +$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1 -$14.6M
2 -$7.14M
3 -$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
UFA
126
US Financial Advisors
Massachusetts
$513K
BFG
127
Beacon Financial Group
Texas
$511K
BFG
128
Buttonwood Financial Group
Missouri
$509K
FPAS
129
Focus Partners Advisor Solutions
Missouri
$508K
Mariner
130
Mariner
Kansas
$508K
MPIM
131
McGinn Penninger Investment Management
Virginia
$491K
HPM
132
Hoxton Planning & Management
West Virginia
$483K
PG
133
Proffitt & Goodson
Tennessee
$477K
Jones Financial Companies
134
Jones Financial Companies
Missouri
$467K
DAS
135
Dynamic Advisor Solutions
Arizona
$463K
M&T Bank
136
M&T Bank
New York
$459K
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$446K
SPAS
138
Spectrum Planning & Advisory Services
California
$446K
LWA
139
Lifelong Wealth Advisors
Minnesota
$442K
PCIA
140
Prime Capital Investment Advisors
Kansas
$439K
PFM
141
Peak Financial Management
Massachusetts
$423K
FFN
142
Focus Financial Network
Minnesota
$422K
GSWM
143
Golden State Wealth Management
California
$421K
EPW
144
Evergreen Private Wealth
Colorado
$419K
RWP
145
RWA Wealth Partners
Massachusetts
$416K
DE
146
Diversified Enterprises
Delaware
$412K
TWP
147
Tempus Wealth Planning
California
$410K
BFA
148
Bragg Financial Advisors
North Carolina
$397K
CCA
149
Cobblestone Capital Advisors
New York
$395K
KPWS
150
Kestra Private Wealth Services
Texas
$385K