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iShares ESG Aware USD Corporate Bond ETF

262 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 34 funds opening new positions, 155 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
151
EQ LLC
Washington
$383K
AFTS
152
American Financial & Tax Strategies
New York
$381K
CFG
153
Carr Financial Group
Massachusetts
$372K
LFG
154
Larson Financial Group
Missouri
$369K
GWMR
155
GC Wealth Management RIA
Massachusetts
$368K
OAM
156
Occidental Asset Management
California
$367K
LA
157
LexAurum Advisors
Kansas
$356K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$355K
CIA
159
Concurrent Investment Advisors
Florida
$352K
HSWS
160
Higgins & Schmidt Wealth Strategies
Colorado
$339K
HI
161
Harbour Investments
Wisconsin
$334K
Comerica Bank
162
Comerica Bank
Texas
$333K
SAI
163
Savvy Advisors Inc
New York
$330K
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$330K
BPA
165
Beacon Pointe Advisors
California
$329K
WFS
166
WealthGarden F.S.
California
$327K
FPWM
167
Five Pine Wealth Management
Idaho
$306K
First Trust Advisors
168
First Trust Advisors
Illinois
$299K
NA
169
Nottingham Advisors
New York
$290K
TWCA
170
Two West Capital Advisors
Kansas
$287K
BEI
171
Benjamin Edwards Inc
Missouri
$285K
TWA
172
Talisman Wealth Advisors
New Jersey
$285K
EPW
173
Endeavor Private Wealth
Kansas
$284K
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$279K
CAAS
175
Capital Asset Advisory Services
Michigan
$276K