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iShares ESG Aware USD Corporate Bond ETF

295 hedge funds and large institutions have $1.11B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 158 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
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

Top Buyers

1 +$8.84M
2 +$4.41M
3 +$3.81M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.67M

Top Sellers

1 -$5.56M
2 -$4.4M
3 -$1.83M
4
SC
Savant Capital
Illinois
-$1.69M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
176
FSB Premier Wealth Management
Iowa
$336K
XPN
177
XY Planning Network
Montana
$335K
TLFA
178
True Link Financial Advisors
California
$335K
HP
179
Holistic Planning
Texas
$332K
HI
180
Harbour Investments
Wisconsin
$315K
CAAS
181
Capital Asset Advisory Services
Michigan
$314K
AWM
182
Axxcess Wealth Management
California
$314K
KFP
183
Keener Financial Planning
Texas
$313K
TPF
184
Tribridge Partners Financial
Maryland
$312K
Comerica Bank
185
Comerica Bank
Texas
$310K
BEI
186
Benjamin Edwards Inc
Missouri
$306K
EPW
187
Endeavor Private Wealth
Kansas
$306K
FPWM
188
Five Pine Wealth Management
Idaho
$305K
WFS
189
WealthGarden F.S.
California
$295K
TWCA
190
Two West Capital Advisors
Kansas
$294K
ACM
191
Absolute Capital Management
Pennsylvania
$294K
PA
192
PFG Advisors
Arizona
$287K
First Trust Advisors
193
First Trust Advisors
Illinois
$287K
PVI
194
Pine Valley Investments
New Jersey
$280K
NA
195
Nottingham Advisors
New York
$278K
JWA
196
JFS Wealth Advisors
Pennsylvania
$274K
BAAM
197
Baker Avenue Asset Management
California
$271K
WWM
198
Western Wealth Management
Colorado
$269K
RWP
199
RWA Wealth Partners
Massachusetts
$263K
CIAS
200
CFS Investment Advisory Services
New Jersey
$256K