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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $956M 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
176
Strategic Blueprint
Georgia
$259K -$84.7K -3,647 -25%
MFGM
177
Marshall Financial Group (Maryland)
Maryland
$253K +$13.9K +605 +6%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$252K -$1.02K -44 -0.4%
FF
179
Finley Financial
Nevada
$252K
RIS
180
Retirement Income Solutions
Michigan
$252K -$90.7K -3,906 -26%
LLWM
181
Life Line Wealth Management
California
$251K -$18.7K -803 -7%
TWCA
182
Two West Capital Advisors
Kansas
$245K +$245K +10,588 New
William Blair & Company
183
William Blair & Company
Illinois
$243K +$952 +41 +0.4%
MLA
184
My Legacy Advisors
Oregon
$243K -$39.2K -1,698 -14%
JWA
185
JFS Wealth Advisors
Pennsylvania
$237K +$19.5K +838 +9%
RW
186
Rockport Wealth
Ohio
$235K
CIAS
187
CFS Investment Advisory Services
New Jersey
$234K +$15K +647 +7%
WBG
188
Wharton Business Group
Pennsylvania
$233K
TF
189
TME Financial
California
$231K -$11.2K -482 -5%
SWA
190
Sax Wealth Advisors
New Jersey
$230K +$10.5K +450 +5%
EPW
191
Endeavor Private Wealth
Kansas
$224K +$224K +9,638 New
AWM
192
Axxcess Wealth Management
California
$223K +$223K +9,584 New
BAAM
193
Baker Avenue Asset Management
California
$223K -$13.7K -591 -6%
CAAS
194
Capital Asset Advisory Services
Michigan
$222K +$222K +9,584 New
PAG
195
Private Advisor Group
New Jersey
$220K +$220K +9,454 New
GWP
196
Gateway Wealth Partners
Wisconsin
$217K +$15.1K +649 +7%
WA
197
WBH Advisory
Maryland
$215K +$215K +9,264 New
CFD
198
Creative Financial Designs
Indiana
$215K -$32.9K -1,415 -13%
WT
199
Whittier Trust
California
$215K
KWM
200
Kingsview Wealth Management
Oregon
$207K -$999 -43 -0.5%