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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
-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
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$385K +$22K +955 +6%
JC
152
JB Capital
Connecticut
$360K -$23.5K -1,018 -6%
LFG
153
Larson Financial Group
Missouri
$349K -$219K -9,511 -39%
OAM
154
Occidental Asset Management
California
$348K -$6.02K -261 -2%
SWP
155
Sagespring Wealth Partners
Tennessee
$344K +$4.47K +194 +1%
SB
156
Strategic Blueprint
Georgia
$341K -$28.9K -1,252 -8%
LA
157
LexAurum Advisors
Kansas
$340K -$13.8K -598 -4%
RIS
158
Retirement Income Solutions
Michigan
$340K -$27.3K -1,185 -7%
EL
159
EQ LLC
Washington
$338K +$22.3K +966 +7%
SW
160
SoFi Wealth
California
$336K +$319K +13,827 +1,894%
MW
161
Maia Wealth
Colorado
$333K -$43K -1,906 -11%
USCWA
162
U.S. Capital Wealth Advisors
Texas
$333K
BBA
163
Braun-Bostich & Associates
Pennsylvania
$328K -$25K -1,082 -7%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$323K -$37.3K -1,619 -10%
EWA
165
ERTS Wealth Advisors
Michigan
$322K +$2.7K +117 +0.8%
HI
166
Harbour Investments
Wisconsin
$321K +$43.5K +1,887 +16%
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$321K +$55.1K +2,388 +21%
WS
168
Wedbush Securities
California
$311K -$6.72K -291 -2%
CFG
169
Carr Financial Group
Massachusetts
$311K +$2.26K +98 +0.7%
SAI
170
Savvy Advisors Inc
New York
$310K -$63.2K -2,741 -17%
LFA
171
Level Financial Advisors
New York
$298K -$1.55K -67 -0.5%
WFS
172
WealthGarden F.S.
California
$297K +$19.6K +851 +7%
CPP
173
Capasso Planning Partners
South Carolina
$290K +$369 +16 +0.1%
FPWM
174
Five Pine Wealth Management
Idaho
$289K +$42.3K +1,833 +17%
HSWS
175
Higgins & Schmidt Wealth Strategies
Colorado
$284K -$15.8K -685 -5%