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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
BAAM
201
Baker Avenue Asset Management
California
$271K
WWM
202
Western Wealth Management
Colorado
$269K
RWP
203
RWA Wealth Partners
Massachusetts
$263K
CIAS
204
CFS Investment Advisory Services
New Jersey
$256K
WA
205
WBH Advisory
Maryland
$254K
FF
206
Finley Financial
Nevada
$254K
RIS
207
Retirement Income Solutions
Michigan
$254K
ATPW
208
Ashton Thomas Private Wealth
Arizona
$247K
CWM
209
Centurion Wealth Management
Virginia
$247K
SB
210
Strategic Blueprint
Georgia
$243K
VW
211
Vantus Wealth
Pennsylvania
$239K
VW
212
Veridan Wealth
Oregon
$238K
RW
213
Rockport Wealth
Ohio
$237K
MCA
214
Midwest Capital Advisors
Michigan
$234K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$233K
KWM
216
Kingsview Wealth Management
Oregon
$232K
AIM
217
Advyzon Investment Management
Illinois
$230K
GFA
218
Godfrey Financial Associates
New York
$229K
WF
219
Warner Financial
Maryland
$228K
SWA
220
Sax Wealth Advisors
New Jersey
$226K
CPP
221
Capasso Planning Partners
South Carolina
$223K
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$217K
HFA
223
High Falls Advisors
New York
$217K
HHGA
224
Halbert Hargrove Global Advisors
California
$216K
NP
225
NorthRock Partners
Minnesota
$216K