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iShares ESG Aware USD Corporate Bond ETF

255 hedge funds and large institutions have $963M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$21.5M
2 +$11.4M
3 +$9.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.87M
5
Betterment LLC
Betterment LLC
New York
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$207K
CC
202
Copperleaf Capital
North Carolina
$203K
KFP
203
Keener Financial Planning
Texas
$201K
EB
204
Eastern Bank
Massachusetts
$179K
MBFW
205
Morton Brown Family Wealth
Pennsylvania
$165K
PS
206
Principal Securities
Iowa
$158K
MCA
207
Midwest Capital Advisors
Michigan
$154K
BlackRock
208
BlackRock
New York
$143K
HHGA
209
Halbert Hargrove Global Advisors
California
$142K
FGC
210
Financial Gravity Companies
Texas
$124K
GRP
211
Global Retirement Partners
California
$106K
MCM
212
MAI Capital Management
Ohio
$105K
AAS
213
Ameritas Advisory Services
Nebraska
$97.1K
Citigroup
214
Citigroup
New York
$89.8K
TPWA
215
Twin Peaks Wealth Advisors
California
$86.3K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$80.4K
DJSG
217
D.J. St. Germain
Massachusetts
$77.7K
GWSG
218
GPS Wealth Strategies Group
Colorado
$76.2K
MYIA
219
Mount Yale Investment Advisors
Colorado
$72.2K
MIA
220
Milestone Investment Advisors
Wisconsin
$69.7K
ACA
221
Aptus Capital Advisors
Alabama
$67.5K
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$63.3K
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.7K
AG
224
AmeriFlex Group
Nevada
$61K
T
225
Transce3nd
Texas
$53.3K