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iShares ESG Advanced Universal USD Bond ETF

150 hedge funds and large institutions have $543M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCS
26
Retirement Capital Strategies
California
$2.65M
GM
27
GeoWealth Management
Illinois
$2.59M
SW
28
SoFi Wealth
California
$2.17M
Betterment LLC
29
Betterment LLC
New York
$2.09M
IFWM
30
Institute for Wealth Management
Colorado
$2.04M
LRIA
31
Leonard Rickey Investment Advisors
Washington
$1.98M
BAAM
32
Baker Avenue Asset Management
California
$1.9M
SWP
33
Stratos Wealth Partners
Ohio
$1.87M
OIA
34
OneDigital Investment Advisors
Kansas
$1.83M
Bank of America
35
Bank of America
North Carolina
$1.73M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.72M
AI
37
Accredited Investors
Minnesota
$1.72M
PIA
38
Perennial Investment Advisors
California
$1.69M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.64M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.6M
Raymond James Financial
41
Raymond James Financial
Florida
$1.59M
NA
42
NewEdge Advisors
Louisiana
$1.58M
MML Investors Services
43
MML Investors Services
Massachusetts
$1.57M
HTC
44
Haverford Trust Company
Pennsylvania
$1.53M
Wells Fargo
45
Wells Fargo
California
$1.46M
SA
46
Skyline Advisors
Washington
$1.37M
UCFA
47
United Capital Financial Advisors
Texas
$1.37M
JBA
48
Johnson Bixby & Associates
Washington
$1.32M
TFO
49
Tarbox Family Office
California
$1.3M
SFP
50
Sandbox Financial Partners
Maryland
$1.13M