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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
RIA
151
Regal Investment Advisors
Michigan
$385K
JC
152
JB Capital
Connecticut
$360K
LFG
153
Larson Financial Group
Missouri
$349K
OAM
154
Occidental Asset Management
California
$348K
SWP
155
Sagespring Wealth Partners
Tennessee
$344K
SB
156
Strategic Blueprint
Georgia
$341K
LA
157
LexAurum Advisors
Kansas
$340K
RIS
158
Retirement Income Solutions
Michigan
$340K
EL
159
EQ LLC
Washington
$338K
SW
160
SoFi Wealth
California
$336K
MW
161
Maia Wealth
Colorado
$333K
USCWA
162
U.S. Capital Wealth Advisors
Texas
$333K
BBA
163
Braun-Bostich & Associates
Pennsylvania
$328K
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$323K
EWA
165
ERTS Wealth Advisors
Michigan
$322K
HI
166
Harbour Investments
Wisconsin
$321K
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$321K
WS
168
Wedbush Securities
California
$311K
CFG
169
Carr Financial Group
Massachusetts
$311K
SAI
170
Savvy Advisors Inc
New York
$310K
LFA
171
Level Financial Advisors
New York
$298K
WFS
172
WealthGarden F.S.
California
$297K
CPP
173
Capasso Planning Partners
South Carolina
$290K
FPWM
174
Five Pine Wealth Management
Idaho
$289K
HSWS
175
Higgins & Schmidt Wealth Strategies
Colorado
$284K