We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

267 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, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
126
Choreo LLC
Illinois
$558K -$18.3K -786 -3%
KFSC
127
Keystone Financial Services (Colorado)
Colorado
$550K +$11.5K +492 +2%
MW
128
Maia Wealth
Colorado
$538K +$117K +5,006 +28%
TWP
129
Tempus Wealth Planning
California
$536K +$11.2K +481 +2%
LWA
130
Lifelong Wealth Advisors
Minnesota
$534K +$1.54K +66 +0.3%
KAS
131
Kestra Advisory Services
Texas
$527K +$521K +22,388 New
WFA
132
Wells Financial Advisors
Massachusetts
$526K
BFG
133
Beacon Financial Group
Texas
$525K +$3.61K +155 +0.7%
JC
134
JB Capital
Connecticut
$521K +$77K +3,306 +18%
RIA
135
Regal Investment Advisors
Michigan
$515K +$77.1K +3,311 +18%
PG
136
Proffitt & Goodson
Tennessee
$502K +$22.6K +971 +5%
SPAS
137
Spectrum Planning & Advisory Services
California
$481K +$34.4K +1,478 +8%
FFN
138
Focus Financial Network
Minnesota
$477K +$75.9K +3,259 +19%
SWP
139
Sagespring Wealth Partners
Tennessee
$473K +$151K +6,495 +48%
PFM
140
Peak Financial Management
Massachusetts
$470K +$10.1K +432 +2%
EPW
141
Evergreen Private Wealth
Colorado
$453K -$29K -1,245 -6%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$449K -$7.01K -301 -2%
CAL
143
Capital Analysts LLC
Pennsylvania
$443K +$110K +4,724 +34%
USCWA
144
U.S. Capital Wealth Advisors
Texas
$440K +$65.5K +2,814 +18%
GSWM
145
Golden State Wealth Management
California
$433K +$21.4K +919 +5%
CCA
146
Cobblestone Capital Advisors
New York
$430K +$8.62K +370 +2%
BFA
147
Bragg Financial Advisors
North Carolina
$428K +$42.6K +1,831 +11%
MWM
148
MBE Wealth Management
Wisconsin
$425K -$111K -4,775 -21%
DAS
149
Dynamic Advisor Solutions
Arizona
$405K -$9.32K -400 -2%
BBA
150
Braun-Bostich & Associates
Pennsylvania
$399K +$41.1K +1,766 +12%