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iShares ESG Aware USD Corporate Bond ETF

264 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, 155 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
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 +$25.9M
2 +$11.7M
3 +$11.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.43M
5
SG
Stanich Group
New York
+$5.56M

Top Sellers

1 -$5.96M
2 -$2.88M
3 -$1.96M
4
NB
NBT Bank
New York
-$1.25M
5
MA
Mutual Advisors
Nebraska
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
TME Financial
California
$219K
LFA
202
Level Financial Advisors
New York
$218K
WT
203
Whittier Trust
California
$218K
HFA
204
High Falls Advisors
New York
$214K
TLFA
205
True Link Financial Advisors
California
$211K
WWM
206
Western Wealth Management
Colorado
$210K
HHGA
207
Halbert Hargrove Global Advisors
California
$209K
VBFP
208
Valtinson Bruner Financial Planning
Minnesota
$209K
CWM
209
Centurion Wealth Management
Virginia
$208K
ATPW
210
Ashton Thomas Private Wealth
Arizona
$208K
KWM
211
Kingsview Wealth Management
Oregon
$207K
TCA
212
Transcend Capital Advisors
New Jersey
$206K
KIM
213
Kestra Investment Management
Texas
$205K
MNA
214
Manning & Napier Advisors
New York
$176K
MBFW
215
Morton Brown Family Wealth
Pennsylvania
$168K
PS
216
Principal Securities
Iowa
$160K
MCA
217
Midwest Capital Advisors
Michigan
$158K
SC
218
SouthState Corp
Florida
$154K
EB
219
Eastern Bank
Massachusetts
$149K
BlackRock
220
BlackRock
New York
$145K
FW
221
Fairway Wealth
Ohio
$145K
FGAM
222
Financial Gravity Asset Management
Texas
$123K
MCM
223
MAI Capital Management
Ohio
$120K
GFWA
224
Grey Fox Wealth Advisors
Delaware
$119K
GF
225
GGM Financials
Ohio
$92.5K