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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
Jane Street
26
Jane Street
New York
$2.98M +$3M +68,439 New
US Bancorp
27
US Bancorp
Minnesota
$2.89M -$8.21K -187 -0.3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.77M +$2.8M +63,734 New
NA
29
NewEdge Advisors
Louisiana
$2.44M +$714K +16,255 +41%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.39M -$186K -4,242 -7%
OIA
31
OneDigital Investment Advisors
Kansas
$2.27M +$452K +10,297 +25%
BAAM
32
Baker Avenue Asset Management
California
$2.2M +$27K +616 +1%
COCM
33
Charter Oak Capital Management
New Hampshire
$2.11M +$578K +13,159 +37%
SWP
34
Stratos Wealth Partners
Ohio
$2.1M +$170K +3,874 +9%
XFP
35
Xena Financial Planning
Oregon
$1.99M +$932K +21,230 +87%
Wells Fargo
36
Wells Fargo
California
$1.94M +$201K +4,570 +11%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.93M -$1.34M -30,434 -41%
LRIA
38
Leonard Rickey Investment Advisors
Washington
$1.84M +$27.1K +618 +1%
AI
39
Accredited Investors
Minnesota
$1.78M +$12.4K +282 +0.7%
PIA
40
Perennial Investment Advisors
California
$1.78M +$30.9K +704 +2%
Bank of America
41
Bank of America
North Carolina
$1.76M +$31.9K +726 +2%
GM
42
GeoWealth Management
Illinois
$1.75M -$192K -4,379 -10%
CCWP
43
Cedar Cove Wealth Partners
Minnesota
$1.66M +$162K +3,692 +11%
HTC
44
Haverford Trust Company
Pennsylvania
$1.56M
Raymond James Financial
45
Raymond James Financial
Florida
$1.52M +$119K +2,703 +8%
TFO
46
Tarbox Family Office
California
$1.42M +$120K +2,742 +9%
UCFA
47
United Capital Financial Advisors
Texas
$1.39M +$26.8K +611 +2%
UBS Group
48
UBS Group
Switzerland
$1.35M +$151K +3,451 +13%
JBA
49
Johnson Bixby & Associates
Washington
$1.32M +$27.4K +624 +2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.27M -$335K -7,626 -21%