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iShares ESG Advanced Universal USD Bond ETF

155 hedge funds and large institutions have $547M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 151155 (+4)

1% more capital invested

Capital invested by funds: $543M → $547M (+$4.34M)

0.64% more ownership

Funds ownership: 78.23%78.87% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
69
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.6M -$173K -3,932 -6%
SW
27
SoFi Wealth
California
$2.52M +$348K +7,899 +16%
BAAM
28
Baker Avenue Asset Management
California
$2.19M +$294K +6,686 +15%
Betterment LLC
29
Betterment LLC
New York
$2.07M -$20.8K -472 -1%
GM
30
GeoWealth Management
Illinois
$1.96M -$633K -14,386 -24%
SWP
31
Stratos Wealth Partners
Ohio
$1.95M +$78.8K +1,790 +4%
OIA
32
OneDigital Investment Advisors
Kansas
$1.84M +$14.7K +333 +0.8%
LRIA
33
Leonard Rickey Investment Advisors
Washington
$1.83M -$143K -3,257 -7%
AI
34
Accredited Investors
Minnesota
$1.79M +$68K +1,546 +4%
PIA
35
Perennial Investment Advisors
California
$1.76M +$71.1K +1,616 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.76M +$188K +4,281 +12%
Wells Fargo
37
Wells Fargo
California
$1.76M +$302K +6,861 +21%
NA
38
NewEdge Advisors
Louisiana
$1.74M +$166K +3,769 +10%
Bank of America
39
Bank of America
North Carolina
$1.74M +$15.8K +359 +0.9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.61M -$28.2K -641 -2%
HTC
41
Haverford Trust Company
Pennsylvania
$1.57M +$50K +1,137 +3%
COCM
42
Charter Oak Capital Management
New Hampshire
$1.55M +$482K +10,962 +45%
CCWP
43
Cedar Cove Wealth Partners
Minnesota
$1.51M +$1.52M +34,452 New
SA
44
Skyline Advisors
Washington
$1.47M +$96K +2,181 +7%
Raymond James Financial
45
Raymond James Financial
Florida
$1.41M -$180K -4,100 -11%
UCFA
46
United Capital Financial Advisors
Texas
$1.38M +$4.36K +99 +0.3%
TFO
47
Tarbox Family Office
California
$1.31M +$16.4K +372 +1%
JBA
48
Johnson Bixby & Associates
Washington
$1.3M -$18.7K -425 -1%
DWA
49
Davis Wealth Advisors
New Hampshire
$1.26M +$1.26M +28,675 New
UBS Group
50
UBS Group
Switzerland
$1.21M +$99.7K +2,266 +9%