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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
OAM
151
Occidental Asset Management
California
$351K
P
152
&Partners
Tennessee
$348K
WS
153
Wedbush Securities
California
$348K
AFTS
154
American Financial & Tax Strategies
New York
$343K
LA
155
LexAurum Advisors
Kansas
$338K
HSWS
156
Higgins & Schmidt Wealth Strategies
Colorado
$329K
CAL
157
Capital Analysts LLC
Pennsylvania
$327K
SAI
158
Savvy Advisors Inc
New York
$326K
First Trust Advisors
159
First Trust Advisors
Illinois
$319K
CFG
160
Carr Financial Group
Massachusetts
$317K
SWP
161
Sagespring Wealth Partners
Tennessee
$316K
HI
162
Harbour Investments
Wisconsin
$316K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$312K
LFA
164
Level Financial Advisors
New York
$306K
CIA
165
Concurrent Investment Advisors
Florida
$302K
WFS
166
WealthGarden F.S.
California
$298K
FPWM
167
Five Pine Wealth Management
Idaho
$296K
CPP
168
Capasso Planning Partners
South Carolina
$293K
RWP
169
RWA Wealth Partners
Massachusetts
$288K
NA
170
Nottingham Advisors
New York
$285K
Comerica Bank
171
Comerica Bank
Texas
$282K
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$277K
BEI
173
Benjamin Edwards Inc
Missouri
$275K
MWM
174
Modera Wealth Management
New Jersey
$267K
MIM
175
Macroview Investment Management
Maryland
$267K