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iShares ESG Advanced Universal USD Bond ETF

153 hedge funds and large institutions have $545M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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

Top Buyers

1 +$7.47M
2 +$5.67M
3 +$3.5M
4
BlackRock
BlackRock
New York
+$1.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.6M
SW
27
SoFi Wealth
California
$2.52M
BAAM
28
Baker Avenue Asset Management
California
$2.19M
Betterment LLC
29
Betterment LLC
New York
$2.07M
GM
30
GeoWealth Management
Illinois
$1.96M
SWP
31
Stratos Wealth Partners
Ohio
$1.95M
OIA
32
OneDigital Investment Advisors
Kansas
$1.84M
LRIA
33
Leonard Rickey Investment Advisors
Washington
$1.83M
AI
34
Accredited Investors
Minnesota
$1.79M
PIA
35
Perennial Investment Advisors
California
$1.76M
MML Investors Services
36
MML Investors Services
Massachusetts
$1.76M
Wells Fargo
37
Wells Fargo
California
$1.76M
NA
38
NewEdge Advisors
Louisiana
$1.74M
Bank of America
39
Bank of America
North Carolina
$1.74M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.61M
HTC
41
Haverford Trust Company
Pennsylvania
$1.57M
COCM
42
Charter Oak Capital Management
New Hampshire
$1.55M
CCWP
43
Cedar Cove Wealth Partners
Minnesota
$1.51M
SA
44
Skyline Advisors
Washington
$1.47M
Raymond James Financial
45
Raymond James Financial
Florida
$1.41M
UCFA
46
United Capital Financial Advisors
Texas
$1.38M
TFO
47
Tarbox Family Office
California
$1.31M
JBA
48
Johnson Bixby & Associates
Washington
$1.3M
DWA
49
Davis Wealth Advisors
New Hampshire
$1.26M
UBS Group
50
UBS Group
Switzerland
$1.21M