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iShares ESG Aware USD Corporate Bond ETF

295 hedge funds and large institutions have $1.11B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
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 +$8.84M
2 +$4.41M
3 +$3.81M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.67M

Top Sellers

1 -$5.56M
2 -$4.4M
3 -$1.83M
4
SC
Savant Capital
Illinois
-$1.69M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
151
Evergreen Private Wealth
Colorado
$463K
PFM
152
Peak Financial Management
Massachusetts
$462K
MWM
153
MBE Wealth Management
Wisconsin
$451K
BFA
154
Bragg Financial Advisors
North Carolina
$445K
CAL
155
Capital Analysts LLC
Pennsylvania
$443K
USCWA
156
U.S. Capital Wealth Advisors
Texas
$442K
GSWM
157
Golden State Wealth Management
California
$440K
AWM
158
AE Wealth Management
Kansas
$433K
SWP
159
Sagespring Wealth Partners
Tennessee
$428K
BBA
160
Braun-Bostich & Associates
Pennsylvania
$415K
DAS
161
Dynamic Advisor Solutions
Arizona
$402K
WS
162
Wedbush Securities
California
$386K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$378K
CFG
164
Carr Financial Group
Massachusetts
$375K
BFG
165
Buttonwood Financial Group
Missouri
$371K
CFM
166
Cornerstone Financial Management
Massachusetts
$370K
OAM
167
Occidental Asset Management
California
$365K
HSWS
168
Higgins & Schmidt Wealth Strategies
Colorado
$360K
TWA
169
Talisman Wealth Advisors
New Jersey
$356K
LFG
170
Larson Financial Group
Missouri
$350K
SAI
171
Savvy Advisors Inc
New York
$350K
MW
172
Maia Wealth
Colorado
$348K
BPA
173
Beacon Pointe Advisors
California
$346K
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$339K
CWM
175
Curtis Wealth Management
Nevada
$336K