We are live on ! Find out more
SUSC icon

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

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
176
Pine Valley Investments
New Jersey
$280K -$4.31K -185 -2%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$279K -$1.7K -73 -0.6%
AWM
178
Axxcess Wealth Management
California
$276K +$50K +2,147 +22%
CAAS
179
Capital Asset Advisory Services
Michigan
$276K +$50K +2,147 +22%
JWA
180
JFS Wealth Advisors
Pennsylvania
$276K +$35.4K +1,521 +15%
RWP
181
RWA Wealth Partners
Massachusetts
$276K -$16.3K -700 -6%
MWM
182
Modera Wealth Management
New Jersey
$271K
FPWM
183
FSB Premier Wealth Management
Iowa
$268K +$265K +11,379 New
AWM
184
AE Wealth Management
Kansas
$268K +$2.05K +88 +0.8%
SB
185
Strategic Blueprint
Georgia
$266K +$2.87K +123 +1%
CIAS
186
CFS Investment Advisory Services
New Jersey
$259K +$18.9K +812 +8%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$257K +$254K +10,906 New
FF
188
Finley Financial
Nevada
$256K
RIS
189
Retirement Income Solutions
Michigan
$255K
SWA
190
Sax Wealth Advisors
New Jersey
$253K +$20.1K +861 +9%
WA
191
WBH Advisory
Maryland
$253K +$34.4K +1,476 +16%
GWP
192
Gateway Wealth Partners
Wisconsin
$248K +$27.5K +1,179 +13%
William Blair & Company
193
William Blair & Company
Illinois
$245K -$1.35K -58 -0.6%
MFGM
194
Marshall Financial Group (Maryland)
Maryland
$245K -$13.6K -584 -5%
CC
195
Copperleaf Capital
North Carolina
$244K +$37.8K +1,623 +19%
KFP
196
Keener Financial Planning
Texas
$244K +$39.7K +1,705 +20%
RW
197
Rockport Wealth
Ohio
$239K
BAAM
198
Baker Avenue Asset Management
California
$238K +$12.4K +531 +6%
VW
199
Veridan Wealth
Oregon
$237K +$234K +10,048 New
WBG
200
Wharton Business Group
Pennsylvania
$237K