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iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$216K -$3.78K -164 -2%
P
202
&Partners
Tennessee
$216K +$216K +7,546 New
AWM
203
AE Wealth Management
Kansas
$214K -$40.4K -1,751 -16%
WT
204
Whittier Trust
California
$213K +$86.2K +3,740 +68%
HH
205
Hilltop Holdings
Texas
$212K
KWM
206
Kingsview Wealth Management
Oregon
$206K
SA
207
Sovran Advisors
California
$203K +$203K +8,965 New
HP
208
Hilltop Partners
Indiana
$203K +$203K +8,786 New
CC
209
Copperleaf Capital
North Carolina
$202K -$12.6K -545 -6%
GWP
210
Gateway Wealth Partners
Wisconsin
$200K +$200K +8,686 New
KFP
211
Keener Financial Planning
Texas
$199K +$16.4K +710 +9%
DJSG
212
D.J. St. Germain
Massachusetts
$196K
PS
213
Principal Securities
Iowa
$166K
MBFW
214
Morton Brown Family Wealth
Pennsylvania
$160K +$3.48K +151 +2%
MCA
215
Midwest Capital Advisors
Michigan
$152K
FGAM
216
Financial Gravity Asset Management
Texas
$144K +$144K +6,223 New
HHGA
217
Halbert Hargrove Global Advisors
California
$141K -$866K -37,540 -86%
BlackRock
218
BlackRock
New York
$123K +$392 +17 +0.3%
MCM
219
MAI Capital Management
Ohio
$100K +$3.21K +139 +3%
Citigroup
220
Citigroup
New York
$96.3K -$64.3K -2,788 -40%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$79.2K -$121K -5,252 -60%
IA
222
IFP Advisors
Florida
$76.1K +$60.9K +2,641 +401%
GWSG
223
GPS Wealth Strategies Group
Colorado
$75.4K +$208 +9 +0.3%
MIA
224
Milestone Investment Advisors
Wisconsin
$69.2K
AG
225
AmeriFlex Group
Nevada
$64.4K +$4.38K +190 +7%