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iShares ESG Aware USD Corporate Bond ETF

295 hedge funds and large institutions have $1.11B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
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 +$8.84M
2 +$4.41M
3 +$3.81M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.67M

Top Sellers

1 -$5.56M
2 -$4.4M
3 -$1.83M
4
SC
Savant Capital
Illinois
-$1.69M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$628K
AWA
127
Asempa Wealth Advisors
Louisiana
$625K
NCM
128
Neumann Capital Management
California
$604K
BEC
129
Blue Edge Capital
Virginia
$602K
UB
130
UMB Bank
Missouri
$602K
KF
131
Kelsey Financial
California
$598K
DAS
132
Diversify Advisory Services
Utah
$595K
FPAS
133
Focus Partners Advisor Solutions
Missouri
$580K
Truist Financial
134
Truist Financial
North Carolina
$578K
JC
135
JB Capital
Connecticut
$560K
VWM
136
Venturi Wealth Management
Texas
$543K
AFTS
137
American Financial & Tax Strategies
New York
$540K
TWP
138
Tempus Wealth Planning
California
$539K
GWP
139
Gateway Wealth Partners
Wisconsin
$533K
WFA
140
Wells Financial Advisors
Massachusetts
$523K
AMM
141
American Money Management
California
$522K
AG
142
Ascent Group
Virginia
$517K
NF
143
Napier Financial
Massachusetts
$510K
PG
144
Proffitt & Goodson
Tennessee
$505K
RIA
145
Regal Investment Advisors
Michigan
$502K
SAG
146
SageView Advisory Group
California
$492K
SPAS
147
Spectrum Planning & Advisory Services
California
$482K
FFN
148
Focus Financial Network
Minnesota
$479K
EL
149
EQ LLC
Washington
$479K
CL
150
Choreo LLC
Illinois
$477K