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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

214% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 50

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $964M → $1.07B (+$107M)

4% more funds holding

Funds holding: 257267 (+10)

2.49% more ownership

Funds ownership: 82.55%85.03% (+2.5%)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
157
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$224M +$25.6M +1,100,966 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$103M +$11.5M +493,212 +13%
Wealthfront Advisers
3
Wealthfront Advisers
California
$78.1M +$6.36M +272,969 +9%
LPL Financial
4
LPL Financial
California
$68.1M +$11.5M +494,930 +21%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$49.2M +$4.18M +179,301 +9%
Ameriprise
6
Ameriprise
Minnesota
$35.9M -$2.85M -122,519 -7%
Betterment LLC
7
Betterment LLC
New York
$35.5M +$2.07M +88,786 +6%
Creative Planning
8
Creative Planning
Kansas
$28.6M +$1.23M +52,805 +5%
AA
9
Acorns Advisers
California
$22.9M +$1.08M +46,524 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$20.8M +$2.96M +127,233 +17%
Morgan Stanley
11
Morgan Stanley
New York
$19.8M +$962K +41,304 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$19.4M +$1.91M +82,011 +11%
Fisher Asset Management
13
Fisher Asset Management
Washington
$18M -$5.9M -253,151 -25%
PAS
14
Park Avenue Securities
New York
$16.6M +$2.55M +109,668 +18%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$823K +35,358 +6%
I
16
IMPACTfolio
Colorado
$11.9M +$890K +38,222 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.04M +44,567 +11%
Wells Fargo
18
Wells Fargo
California
$10M +$299K +12,857 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$9.96M +$144K +6,177 +1%
UBS Group
20
UBS Group
Switzerland
$9.17M +$292K +12,530 +3%
Bank of America
21
Bank of America
North Carolina
$8.81M +$304K +13,061 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.75M +$778K +33,386 +11%
OWA
23
One Wealth Advisors
California
$7.61M +$446K +19,137 +6%
AssetMark Inc
24
AssetMark Inc
California
$6.99M +$855K +36,720 +14%
Financial Engines Advisors
25
Financial Engines Advisors
California
$6.63M +$590K +25,331 +10%