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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$195M +$21.5M +927,525 +12%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$90.1M +$4.87M +209,761 +6%
Wealthfront Advisers
3
Wealthfront Advisers
California
$70.6M +$9.91M +426,721 +16%
LPL Financial
4
LPL Financial
California
$55.7M +$11.4M +489,198 +26%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.4M +$250K +10,762 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$38.3M -$1.62M -69,911 -4%
Betterment LLC
7
Betterment LLC
New York
$33M +$4.27M +183,722 +15%
Creative Planning
8
Creative Planning
Kansas
$26.9M +$937K +40,330 +4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$23.7M +$727K +31,308 +3%
AA
10
Acorns Advisers
California
$21.5M -$3.25M -139,854 -13%
Morgan Stanley
11
Morgan Stanley
New York
$18.6M -$4M -172,252 -18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$17.6M +$2.59M +111,701 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17.2M +$3.47M +149,588 +25%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$2.33M +100,415 +19%
PAS
15
Park Avenue Securities
New York
$13.8M +$1.87M +80,443 +16%
I
16
IMPACTfolio
Colorado
$10.8M +$409K +17,611 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.76M +$533K +22,943 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$9.67M +$1.14M +48,974 +13%
Wells Fargo
19
Wells Fargo
California
$9.56M -$24.6K -1,061 -0.3%
UBS Group
20
UBS Group
Switzerland
$8.75M +$3.53K +152 +0%
Bank of America
21
Bank of America
North Carolina
$8.38M +$169K +7,264 +2%
OWA
22
One Wealth Advisors
California
$7.06M +$845K +36,381 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.86M -$70.2K -3,022 -1%
MMA
24
Miracle Mile Advisors
California
$6.13M +$2.78M +119,642 +83%
AssetMark Inc
25
AssetMark Inc
California
$6.04M +$571K +24,585 +10%
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