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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $963M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$21.5M
2 +$11.4M
3 +$9.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$262K
SB
177
Strategic Blueprint
Georgia
$259K
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$253K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$252K
FF
180
Finley Financial
Nevada
$252K
RIS
181
Retirement Income Solutions
Michigan
$252K
LLWM
182
Life Line Wealth Management
California
$251K
TWCA
183
Two West Capital Advisors
Kansas
$245K
William Blair & Company
184
William Blair & Company
Illinois
$243K
MLA
185
My Legacy Advisors
Oregon
$243K
JWA
186
JFS Wealth Advisors
Pennsylvania
$237K
RW
187
Rockport Wealth
Ohio
$235K
CIAS
188
CFS Investment Advisory Services
New Jersey
$234K
WBG
189
Wharton Business Group
Pennsylvania
$233K
TF
190
TME Financial
California
$231K
SWA
191
Sax Wealth Advisors
New Jersey
$230K
EPW
192
Endeavor Private Wealth
Kansas
$224K
AWM
193
Axxcess Wealth Management
California
$223K
BAAM
194
Baker Avenue Asset Management
California
$223K
CAAS
195
Capital Asset Advisory Services
Michigan
$222K
PAG
196
Private Advisor Group
New Jersey
$220K
GWP
197
Gateway Wealth Partners
Wisconsin
$217K
WA
198
WBH Advisory
Maryland
$215K
CFD
199
Creative Financial Designs
Indiana
$215K
WT
200
Whittier Trust
California
$215K