We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF

151 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, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.92% less ownership

Funds ownership: 80.15%78.23% (-1.9%)

8% less capital invested

Capital invested by funds: $590M → $543M (-$46.8M)

12% less funds holding

Funds holding: 172151 (-21)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

Holders
151
Holders Change
-21
Holders Change %
-12.21%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
65
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCS
26
Retirement Capital Strategies
California
$2.65M -$15.2K -349 -0.6%
GM
27
GeoWealth Management
Illinois
$2.59M -$585K -13,432 -19%
SW
28
SoFi Wealth
California
$2.17M +$473K +10,866 +28%
Betterment LLC
29
Betterment LLC
New York
$2.09M +$540K +12,403 +35%
IFWM
30
Institute for Wealth Management
Colorado
$2.04M +$9.58K +220 +0.5%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$1.98M +$12.7K +291 +0.7%
BAAM
32
Baker Avenue Asset Management
California
$1.9M +$101K +2,319 +6%
SWP
33
Stratos Wealth Partners
Ohio
$1.87M +$118K +2,711 +7%
OIA
34
OneDigital Investment Advisors
Kansas
$1.83M +$24.3K +557 +1%
Bank of America
35
Bank of America
North Carolina
$1.73M +$169K +3,890 +11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.72M -$320K -7,339 -16%
AI
37
Accredited Investors
Minnesota
$1.72M +$8.93K +205 +0.5%
PIA
38
Perennial Investment Advisors
California
$1.69M +$14.6K +334 +0.9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.64M +$479K +10,997 +42%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.6M +$1.23M +28,151 +339%
Raymond James Financial
41
Raymond James Financial
Florida
$1.59M -$147K -3,366 -8%
NA
42
NewEdge Advisors
Louisiana
$1.58M +$37.9K +870 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.57M -$2.3M -52,894 -60%
HTC
44
Haverford Trust Company
Pennsylvania
$1.53M
Wells Fargo
45
Wells Fargo
California
$1.46M -$107K -2,449 -7%
SA
46
Skyline Advisors
Washington
$1.37M +$109K +2,499 +9%
UCFA
47
United Capital Financial Advisors
Texas
$1.37M -$470K -10,795 -26%
JBA
48
Johnson Bixby & Associates
Washington
$1.32M +$784 +18 +0.1%
TFO
49
Tarbox Family Office
California
$1.3M -$15.9K -365 -1%
SFP
50
Sandbox Financial Partners
Maryland
$1.13M +$145K +3,319 +15%