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iShares ESG Aware USD Corporate Bond ETF

299 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 54 funds opening new positions, 159 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
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
EL
151
EQ LLC
Washington
$479K
CL
152
Choreo LLC
Illinois
$477K
EPW
153
Evergreen Private Wealth
Colorado
$463K
PFM
154
Peak Financial Management
Massachusetts
$462K
MWM
155
MBE Wealth Management
Wisconsin
$451K
BFA
156
Bragg Financial Advisors
North Carolina
$445K
CAL
157
Capital Analysts LLC
Pennsylvania
$443K
USCWA
158
U.S. Capital Wealth Advisors
Texas
$442K
GSWM
159
Golden State Wealth Management
California
$440K
AWM
160
AE Wealth Management
Kansas
$433K
SWP
161
Sagespring Wealth Partners
Tennessee
$428K
BBA
162
Braun-Bostich & Associates
Pennsylvania
$415K
DAS
163
Dynamic Advisor Solutions
Arizona
$402K
WS
164
Wedbush Securities
California
$386K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$378K
CFG
166
Carr Financial Group
Massachusetts
$375K
BFG
167
Buttonwood Financial Group
Missouri
$371K
CFM
168
Cornerstone Financial Management
Massachusetts
$370K
OAM
169
Occidental Asset Management
California
$365K
HSWS
170
Higgins & Schmidt Wealth Strategies
Colorado
$360K
TWA
171
Talisman Wealth Advisors
New Jersey
$356K
LFG
172
Larson Financial Group
Missouri
$350K
SAI
173
Savvy Advisors Inc
New York
$350K
MW
174
Maia Wealth
Colorado
$348K
BPA
175
Beacon Pointe Advisors
California
$346K