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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $963M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$21.5M
2 +$11.4M
3 +$9.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
Wells Financial Advisors
Massachusetts
$519K
FPAS
127
Focus Partners Advisor Solutions
Missouri
$518K
TWP
128
Tempus Wealth Planning
California
$517K
BFG
129
Beacon Financial Group
Texas
$514K
HPM
130
Hoxton Planning & Management
West Virginia
$507K
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$505K
EPW
132
Evergreen Private Wealth
Colorado
$475K
PG
133
Proffitt & Goodson
Tennessee
$473K
PFM
134
Peak Financial Management
Massachusetts
$454K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$450K
SPAS
136
Spectrum Planning & Advisory Services
California
$440K
JC
137
JB Capital
Connecticut
$437K
RIA
138
Regal Investment Advisors
Michigan
$431K
MW
139
Maia Wealth
Colorado
$417K
CCA
140
Cobblestone Capital Advisors
New York
$415K
DAS
141
Dynamic Advisor Solutions
Arizona
$408K
GSWM
142
Golden State Wealth Management
California
$405K
FFN
143
Focus Financial Network
Minnesota
$395K
KPWS
144
Kestra Private Wealth Services
Texas
$391K
EL
145
EQ LLC
Washington
$386K
BFA
146
Bragg Financial Advisors
North Carolina
$380K
USCWA
147
U.S. Capital Wealth Advisors
Texas
$369K
LFG
148
Larson Financial Group
Missouri
$355K
BBA
149
Braun-Bostich & Associates
Pennsylvania
$352K
AI
150
Atria Investments
North Carolina
$351K