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iShares ESG Aware USD Corporate Bond ETF

264 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, 155 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
176
Focus Partners Wealth
Massachusetts
$279K
AWM
177
Axxcess Wealth Management
California
$276K
CAAS
178
Capital Asset Advisory Services
Michigan
$276K
JWA
179
JFS Wealth Advisors
Pennsylvania
$276K
RWP
180
RWA Wealth Partners
Massachusetts
$276K
MWM
181
Modera Wealth Management
New Jersey
$271K
FPWM
182
FSB Premier Wealth Management
Iowa
$268K
AWM
183
AE Wealth Management
Kansas
$268K
SB
184
Strategic Blueprint
Georgia
$266K
CIAS
185
CFS Investment Advisory Services
New Jersey
$259K
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$257K
FF
187
Finley Financial
Nevada
$256K
RIS
188
Retirement Income Solutions
Michigan
$255K
SWA
189
Sax Wealth Advisors
New Jersey
$253K
WA
190
WBH Advisory
Maryland
$253K
GWP
191
Gateway Wealth Partners
Wisconsin
$248K
William Blair & Company
192
William Blair & Company
Illinois
$245K
MFGM
193
Marshall Financial Group (Maryland)
Maryland
$245K
CC
194
Copperleaf Capital
North Carolina
$244K
KFP
195
Keener Financial Planning
Texas
$244K
RW
196
Rockport Wealth
Ohio
$239K
BAAM
197
Baker Avenue Asset Management
California
$238K
VW
198
Veridan Wealth
Oregon
$237K
WBG
199
Wharton Business Group
Pennsylvania
$237K
LLWM
200
Life Line Wealth Management
California
$232K