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iShares ESG Aware USD Corporate Bond ETF
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Overview Fund Activity

255 hedge funds and large institutions have $956M 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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
132
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$195M
2
LPL Financial
LPL Financial
California
$55.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
$70.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.1M
5
Betterment LLC
Betterment LLC
New York
$33M

Top Sellers

1
B
Barings
North Carolina
$3.42M
2
AWS
Atria Wealth Solutions
New York
$591K
3
Morgan Stanley
Morgan Stanley
New York
$18.6M
4
SG
Stanich Group
New York
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Copperleaf Capital
North Carolina
$203K – – –
KFP
202
Keener Financial Planning
Texas
$201K +$765 +33 +0.4%
EB
203
Eastern Bank
Massachusetts
$179K -$932K -40,115 -84%
MBFW
204
Morton Brown Family Wealth
Pennsylvania
$165K +$3.58K +154 +2%
PS
205
Principal Securities
Iowa
$158K -$11.6K -500 -7%
MCA
206
Midwest Capital Advisors
Michigan
$154K – – –
BlackRock
207
BlackRock
New York
$143K +$18.8K +811 +15%
HHGA
208
Halbert Hargrove Global Advisors
California
$142K – – –
FGC
209
Financial Gravity Companies
Texas
$124K +$124K +5,322 New
GRP
210
Global Retirement Partners
California
$106K +$106K +4,576 New
MCM
211
MAI Capital Management
Ohio
$105K +$4.14K +178 +4%
AAS
212
Ameritas Advisory Services
Nebraska
$97.1K +$97.1K +4,178 New
Citigroup
213
Citigroup
New York
$89.8K -$7.29K -314 -8%
TPWA
214
Twin Peaks Wealth Advisors
California
$86.3K +$86.3K +3,711 New
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$80.4K +$558 +24 +0.7%
DJSG
216
D.J. St. Germain
Massachusetts
$77.7K -$119K -5,133 -61%
GWSG
217
GPS Wealth Strategies Group
Colorado
$76.2K +$302 +13 +0.4%
MYIA
218
Mount Yale Investment Advisors
Colorado
$72.2K +$72.2K +3,110 New
MIA
219
Milestone Investment Advisors
Wisconsin
$69.7K – – –
ACA
220
Aptus Capital Advisors
Alabama
$67.5K +$4.99K +215 +8%
NP
221
NorthRock Partners
Minnesota
$65.1K +$14.8K +636 +29%
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$63.3K +$63.3K +2,745 New
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.7K +$4.99K +215 +9%
AG
224
AmeriFlex Group
Nevada
$61K -$3.71K -160 -6%
T
225
Transce3nd
Texas
$53.3K +$6.32K +272 +13%
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9
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