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iShares ESG Advanced Total USD Bond Market ETF

168 hedge funds and large institutions have $553M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
68
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCS
26
Retirement Capital Strategies
California
$2.19M -$5.83M -134,631 -73%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$2.07M +$3.67K +86 +0.2%
BAAM
28
Baker Avenue Asset Management
California
$1.88M +$133K +3,067 +8%
Wells Fargo
29
Wells Fargo
California
$1.86M +$699K +16,139 +60%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.84M +$122K +2,825 +7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.84M +$1.62M +37,445 +749%
HGWM
32
Horst & Graben Wealth Management
Oregon
$1.82M -$148K -3,417 -8%
PIA
33
Perennial Investment Advisors
California
$1.66M +$965K +22,282 +140%
UCFA
34
United Capital Financial Advisors
Texas
$1.65M +$66.9K +1,544 +4%
SWP
35
Stratos Wealth Partners
Ohio
$1.63M +$61K +1,409 +4%
Raymond James Financial
36
Raymond James Financial
Florida
$1.61M +$259K +5,987 +19%
AWS
37
Atria Wealth Solutions
New York
$1.61M -$169K -3,896 -10%
Betterment LLC
38
Betterment LLC
New York
$1.54M +$1.73K +40 +0.1%
OIA
39
OneDigital Investment Advisors
Kansas
$1.45M +$27.1K +626 +2%
AI
40
Accredited Investors
Minnesota
$1.44M +$586K +13,530 +69%
EH
41
Equitable Holdings
New York
$1.44M +$62.9K +1,453 +5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.43M -$70.7K -1,632 -5%
NA
43
NewEdge Advisors
Louisiana
$1.35M +$1.35M +31,174 New
JBA
44
Johnson Bixby & Associates
Washington
$1.33M +$18.1K +417 +1%
Bank of America
45
Bank of America
North Carolina
$1.31M +$327K +7,545 +33%
TFO
46
Tarbox Family Office
California
$1.29M +$346K +7,994 +37%
SVWG
47
Shared Vision Wealth Group
United States
$1.21M
SHJ
48
Sharkey, Howes & Javer
Colorado
$1.19M +$118K +2,721 +11%
SA
49
Skyline Advisors
Washington
$1.17M +$158K +3,656 +16%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.1M -$127K -2,939 -10%