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iShares ESG Aware USD Corporate Bond ETF

267 hedge funds and large institutions have $1.07B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
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
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
176
Pine Valley Investments
New Jersey
$280K
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$279K
AWM
178
Axxcess Wealth Management
California
$276K
CAAS
179
Capital Asset Advisory Services
Michigan
$276K
JWA
180
JFS Wealth Advisors
Pennsylvania
$276K
RWP
181
RWA Wealth Partners
Massachusetts
$276K
MWM
182
Modera Wealth Management
New Jersey
$271K
FPWM
183
FSB Premier Wealth Management
Iowa
$268K
AWM
184
AE Wealth Management
Kansas
$268K
SB
185
Strategic Blueprint
Georgia
$266K
CIAS
186
CFS Investment Advisory Services
New Jersey
$259K
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$257K
FF
188
Finley Financial
Nevada
$256K
RIS
189
Retirement Income Solutions
Michigan
$255K
SWA
190
Sax Wealth Advisors
New Jersey
$253K
WA
191
WBH Advisory
Maryland
$253K
GWP
192
Gateway Wealth Partners
Wisconsin
$248K
William Blair & Company
193
William Blair & Company
Illinois
$245K
MFGM
194
Marshall Financial Group (Maryland)
Maryland
$245K
CC
195
Copperleaf Capital
North Carolina
$244K
KFP
196
Keener Financial Planning
Texas
$244K
RW
197
Rockport Wealth
Ohio
$239K
BAAM
198
Baker Avenue Asset Management
California
$238K
VW
199
Veridan Wealth
Oregon
$237K
WBG
200
Wharton Business Group
Pennsylvania
$237K