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iShares ESG Aware USD Corporate Bond ETF

301 hedge funds and large institutions have $1.12B invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 159 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
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
BPA
176
Beacon Pointe Advisors
California
$346K
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$339K
CWM
178
Curtis Wealth Management
Nevada
$336K
FPWM
179
FSB Premier Wealth Management
Iowa
$336K
XPN
180
XY Planning Network
Montana
$335K
TLFA
181
True Link Financial Advisors
California
$335K
HP
182
Holistic Planning
Texas
$332K
RRA
183
Red Reef Advisors
Florida
$317K
HI
184
Harbour Investments
Wisconsin
$315K
CAAS
185
Capital Asset Advisory Services
Michigan
$314K
AWM
186
Axxcess Wealth Management
California
$314K
KFP
187
Keener Financial Planning
Texas
$313K
TPF
188
Tribridge Partners Financial
Maryland
$312K
Comerica Bank
189
Comerica Bank
Texas
$310K
BEI
190
Benjamin Edwards Inc
Missouri
$306K
EPW
191
Endeavor Private Wealth
Kansas
$306K
FPWM
192
Five Pine Wealth Management
Idaho
$305K
WFS
193
WealthGarden F.S.
California
$295K
TWCA
194
Two West Capital Advisors
Kansas
$294K
ACM
195
Absolute Capital Management
Pennsylvania
$294K
PA
196
PFG Advisors
Arizona
$287K
First Trust Advisors
197
First Trust Advisors
Illinois
$287K
PVI
198
Pine Valley Investments
New Jersey
$280K
NA
199
Nottingham Advisors
New York
$278K
JWA
200
JFS Wealth Advisors
Pennsylvania
$274K