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iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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 +$5.65M
2 +$5.36M
3 +$4.75M
4
LPL Financial
LPL Financial
California
+$3.88M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$2.34M

Top Sellers

1 -$14.6M
2 -$7.14M
3 -$2.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
EB
Eastern Bank
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
176
Benjamin Edwards Inc
Missouri
$284K
MLA
177
My Legacy Advisors
Oregon
$282K
AI
178
Atria Investments
North Carolina
$276K
CA
179
Claro Advisors
Massachusetts
$276K
LLWM
180
Life Line Wealth Management
California
$267K
AFTS
181
American Financial & Tax Strategies
New York
$265K
MWM
182
Modera Wealth Management
New Jersey
$265K
CAL
183
Capital Analysts LLC
Pennsylvania
$262K
NA
184
Nottingham Advisors
New York
$259K
Comerica Bank
185
Comerica Bank
Texas
$258K
FHA
186
First Horizon Advisors
Tennessee
$254K
HFA
187
High Falls Advisors
New York
$253K
WWA
188
WCG Wealth Advisors
Nevada
$252K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$251K
FF
190
Finley Financial
Nevada
$250K
CFD
191
Creative Financial Designs
Indiana
$246K
William Blair & Company
192
William Blair & Company
Illinois
$240K
TF
193
TME Financial
California
$240K
MFGM
194
Marshall Financial Group (Maryland)
Maryland
$239K
BAAM
195
Baker Avenue Asset Management
California
$235K
RW
196
Rockport Wealth
Ohio
$234K
WBG
197
Wharton Business Group
Pennsylvania
$232K
VW
198
Veridan Wealth
Oregon
$229K
SWA
199
Sax Wealth Advisors
New Jersey
$218K
CIAS
200
CFS Investment Advisory Services
New Jersey
$217K