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iShares ESG Aware USD Corporate Bond ETF

267 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 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
151
McIlrath & Eck
Washington
$391K +$383K +16,456 +10,756%
WS
152
Wedbush Securities
California
$390K +$36.5K +1,569 +10%
EL
153
EQ LLC
Washington
$383K -$7.55K -324 -2%
AFTS
154
American Financial & Tax Strategies
New York
$381K +$32.3K +1,387 +9%
CFG
155
Carr Financial Group
Massachusetts
$372K +$50.3K +2,158 +16%
LFG
156
Larson Financial Group
Missouri
$369K +$9.36K +402 +3%
GWMR
157
GC Wealth Management RIA
Massachusetts
$368K +$364K +15,618 New
OAM
158
Occidental Asset Management
California
$367K +$11.1K +475 +3%
LA
159
LexAurum Advisors
Kansas
$356K +$12.7K +546 +4%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$355K +$98.5K +4,230 +39%
CIA
161
Concurrent Investment Advisors
Florida
$352K +$45.7K +1,963 +15%
HSWS
162
Higgins & Schmidt Wealth Strategies
Colorado
$339K +$6.01K +258 +2%
HI
163
Harbour Investments
Wisconsin
$334K +$14.3K +614 +5%
Comerica Bank
164
Comerica Bank
Texas
$333K +$46K +1,976 +16%
SAI
165
Savvy Advisors Inc
New York
$330K -$279 -12 -0.1%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$12.9K +553 +4%
BPA
167
Beacon Pointe Advisors
California
$329K +$325K +13,969 New
WFS
168
WealthGarden F.S.
California
$327K +$20.3K +873 +7%
FPWM
169
Five Pine Wealth Management
Idaho
$306K +$5.5K +236 +2%
First Trust Advisors
170
First Trust Advisors
Illinois
$299K -$24.7K -1,061 -8%
NA
171
Nottingham Advisors
New York
$290K +$955 +41 +0.3%
TWCA
172
Two West Capital Advisors
Kansas
$287K +$34.2K +1,468 +14%
BEI
173
Benjamin Edwards Inc
Missouri
$285K +$6.54K +281 +2%
TWA
174
Talisman Wealth Advisors
New Jersey
$285K +$281K +12,078 New
EPW
175
Endeavor Private Wealth
Kansas
$284K +$56.6K +2,432 +25%