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iShares ESG Advanced Universal USD Bond ETF

161 hedge funds and large institutions have $540M invested in iShares ESG Advanced Universal USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

4% more funds holding

Funds holding: 155161 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 78.87%78.14% (-0.74%)

1% less capital invested

Capital invested by funds: $547M → $540M (-$6.82M)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
82
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$4.28M -97,414 -2%
I
2
IMPACTfolio
Colorado
$27M +$812K +18,500 +3%
LPL Financial
3
LPL Financial
California
$26.2M +$803K +18,291 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M +$1.17M +26,615 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$17.7M -$1.07M -24,279 -6%
SI
6
Seeds Investor
New York
$16.2M +$476K +10,838 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$15.9M +$2.23M +50,841 +16%
JP Morgan Chase
8
JP Morgan Chase
New York
$13.1M +$105K +2,393 +0.8%
AF
9
Allworth Financial
California
$11.2M +$745K +16,968 +7%
Goldman Sachs
10
Goldman Sachs
New York
$10.3M +$10.4M +237,767 New
ASN
11
Advisory Services Network
Georgia
$7.35M +$599K +13,647 +9%
Morgan Stanley
12
Morgan Stanley
New York
$6.81M -$25.9K -590 -0.4%
BDFN
13
Bond & Devick Financial Network
Minnesota
$6.25M +$647K +14,736 +11%
Citadel Advisors
14
Citadel Advisors
Florida
$5.61M +$2.3M +52,401 +68%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$3.91M -$78.4K -1,787 -2%
PWM
16
Perigon Wealth Management
California
$3.72M +$206K +4,688 +6%
DRP
17
Decker Retirement Planning
Utah
$3.62M +$511K +11,641 +16%
OWA
18
One Wealth Advisors
California
$3.43M -$132K -3,002 -4%
SW
19
SoFi Wealth
California
$3.42M +$933K +21,255 +37%
AIM
20
Archer Investment Management
Texas
$3.29M +$2.9M +66,015 +680%
JPG
21
Jordan Park Group
California
$3.25M
RCS
22
Retirement Capital Strategies
California
$3.11M +$82.1K +1,871 +3%
SA
23
Stewardship Advisors
Pennsylvania
$3.08M -$536K -12,199 -15%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3M -$60.3K -1,374 -2%
BRIA
25
Balanced Rock Investment Advisors
Massachusetts
$2.98M -$125K -2,838 -4%