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iShares ESG Aware USD Corporate Bond ETF

261 hedge funds and large institutions have $926M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-10
Holders Change %
-3.69%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
98
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$172M -$211K -9,166 -0.1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$84.6M +$5.65M +245,008 +7%
Wealthfront Advisers
3
Wealthfront Advisers
California
$60.3M +$5.36M +232,552 +10%
LPL Financial
4
LPL Financial
California
$44M +$3.88M +168,205 +10%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$43.8M -$14.6M -632,939 -25%
Ameriprise
6
Ameriprise
Minnesota
$39.7M +$664K +28,806 +2%
Betterment LLC
7
Betterment LLC
New York
$28.5M -$2.62M -113,552 -8%
Creative Planning
8
Creative Planning
Kansas
$25.8M +$855K +37,089 +3%
AA
9
Acorns Advisers
California
$24.6M +$526K +22,826 +2%
B
10
Barings
North Carolina
$23.3M -$7.14M -309,582 -23%
Fisher Asset Management
11
Fisher Asset Management
Washington
$22.8M +$2.34M +101,533 +11%
Morgan Stanley
12
Morgan Stanley
New York
$22.4M -$2.24M -97,238 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14.9M +$1.21M +52,516 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.6M +$1.5M +65,006 +12%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.4M -$375K -16,257 -3%
PAS
16
Park Avenue Securities
New York
$11.8M -$176K -7,640 -1%
I
17
IMPACTfolio
Colorado
$10.3M +$908K +39,394 +10%
Wells Fargo
18
Wells Fargo
California
$9.52M -$130K -5,642 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.16M +$809K +35,067 +10%
UBS Group
20
UBS Group
Switzerland
$8.68M -$651K -28,228 -7%
MML Investors Services
21
MML Investors Services
Massachusetts
$8.47M +$400K +17,344 +5%
Bank of America
22
Bank of America
North Carolina
$8.16M +$1.16M +50,163 +17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.88M -$449K -19,453 -6%
Financial Engines Advisors
24
Financial Engines Advisors
California
$6.82M +$175K +7,602 +3%
OWA
25
One Wealth Advisors
California
$6.17M -$441K -19,125 -7%