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iShares ESG Aware USD Corporate Bond ETF

301 hedge funds and large institutions have $1.12B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
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
FFN
151
Focus Financial Network
Minnesota
$479K
EL
152
EQ LLC
Washington
$479K
CL
153
Choreo LLC
Illinois
$477K
EPW
154
Evergreen Private Wealth
Colorado
$463K
PFM
155
Peak Financial Management
Massachusetts
$462K
MWM
156
MBE Wealth Management
Wisconsin
$451K
BFA
157
Bragg Financial Advisors
North Carolina
$445K
CAL
158
Capital Analysts LLC
Pennsylvania
$443K
USCWA
159
U.S. Capital Wealth Advisors
Texas
$442K
GSWM
160
Golden State Wealth Management
California
$440K
AWM
161
AE Wealth Management
Kansas
$433K
SWP
162
Sagespring Wealth Partners
Tennessee
$428K
BBA
163
Braun-Bostich & Associates
Pennsylvania
$415K
DAS
164
Dynamic Advisor Solutions
Arizona
$402K
WS
165
Wedbush Securities
California
$386K
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$378K
CFG
167
Carr Financial Group
Massachusetts
$375K
BFG
168
Buttonwood Financial Group
Missouri
$371K
CFM
169
Cornerstone Financial Management
Massachusetts
$370K
OAM
170
Occidental Asset Management
California
$365K
HSWS
171
Higgins & Schmidt Wealth Strategies
Colorado
$360K
TWA
172
Talisman Wealth Advisors
New Jersey
$356K
LFG
173
Larson Financial Group
Missouri
$350K
SAI
174
Savvy Advisors Inc
New York
$350K
MW
175
Maia Wealth
Colorado
$348K