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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
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
176
Benjamin Edwards Inc
Missouri
$284K +$284K +12,303 New
MLA
177
My Legacy Advisors
Oregon
$282K -$1.38K -60 -0.5%
AI
178
Atria Investments
North Carolina
$276K -$3.16K -137 -1%
CA
179
Claro Advisors
Massachusetts
$276K -$9.8K -425 -3%
LLWM
180
Life Line Wealth Management
California
$267K -$21K -909 -7%
AFTS
181
American Financial & Tax Strategies
New York
$265K -$24.5K -1,063 -8%
MWM
182
Modera Wealth Management
New Jersey
$265K +$853 +37 +0.3%
CAL
183
Capital Analysts LLC
Pennsylvania
$262K +$55.6K +2,410 +27%
NA
184
Nottingham Advisors
New York
$259K -$52.6K -2,279 -17%
Comerica Bank
185
Comerica Bank
Texas
$258K -$4.22K -183 -2%
FHA
186
First Horizon Advisors
Tennessee
$254K -$12.8K -554 -5%
HFA
187
High Falls Advisors
New York
$253K +$253K +10,986 New
WWA
188
WCG Wealth Advisors
Nevada
$252K -$55K -2,384 -18%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$251K +$251K +10,898 New
FF
190
Finley Financial
Nevada
$250K
CFD
191
Creative Financial Designs
Indiana
$246K -$4.47K -194 -2%
William Blair & Company
192
William Blair & Company
Illinois
$240K +$507 +22 +0.2%
TF
193
TME Financial
California
$240K -$1.22K -53 -0.5%
MFGM
194
Marshall Financial Group (Maryland)
Maryland
$239K -$25K -1,082 -9%
BAAM
195
Baker Avenue Asset Management
California
$235K -$42.3K -1,836 -15%
RW
196
Rockport Wealth
Ohio
$234K
WBG
197
Wharton Business Group
Pennsylvania
$232K
VW
198
Veridan Wealth
Oregon
$229K -$77.9K -3,378 -25%
SWA
199
Sax Wealth Advisors
New Jersey
$218K
CIAS
200
CFS Investment Advisory Services
New Jersey
$217K -$4.37K -190 -2%