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iShares ESG Aware USD Corporate Bond ETF

267 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, 157 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
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
Name Holding Trade Value Shares
Change
Change in
Stake
LLWM
201
Life Line Wealth Management
California
$232K
TF
202
TME Financial
California
$219K
LFA
203
Level Financial Advisors
New York
$218K
WT
204
Whittier Trust
California
$218K
HFA
205
High Falls Advisors
New York
$214K
TLFA
206
True Link Financial Advisors
California
$211K
WWM
207
Western Wealth Management
Colorado
$210K
HHGA
208
Halbert Hargrove Global Advisors
California
$209K
VBFP
209
Valtinson Bruner Financial Planning
Minnesota
$209K
CWM
210
Centurion Wealth Management
Virginia
$208K
ATPW
211
Ashton Thomas Private Wealth
Arizona
$208K
KWM
212
Kingsview Wealth Management
Oregon
$207K
TCA
213
Transcend Capital Advisors
New Jersey
$206K
KIM
214
Kestra Investment Management
Texas
$205K
MNA
215
Manning & Napier Advisors
New York
$176K
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$168K
PS
217
Principal Securities
Iowa
$160K
MCA
218
Midwest Capital Advisors
Michigan
$158K
SC
219
SouthState Corp
Florida
$154K
EB
220
Eastern Bank
Massachusetts
$149K
BlackRock
221
BlackRock
New York
$145K
FW
222
Fairway Wealth
Ohio
$145K
FGAM
223
Financial Gravity Asset Management
Texas
$123K
MCM
224
MAI Capital Management
Ohio
$120K
GFWA
225
Grey Fox Wealth Advisors
Delaware
$119K