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iShares ESG Advanced Universal USD Bond ETF

161 hedge funds and large institutions have $540M invested in iShares ESG Advanced Universal USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

4% more funds holding

Funds holding: 155161 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 78.87%78.14% (-0.74%)

1% less capital invested

Capital invested by funds: $547M → $540M (-$6.82M)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
82
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
51
BFSG LLC
California
$1.23M +$55K +1,254 +5%
SFP
52
Sandbox Financial Partners
Maryland
$1.21M +$262K +5,974 +27%
DWA
53
Davis Wealth Advisors
New Hampshire
$1.19M -$56.1K -1,279 -4%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.19M -$562K -12,808 -32%
VHAM
55
Van Hulzen Asset Management
California
$1.07M
Betterment LLC
56
Betterment LLC
New York
$1.04M -$1.03M -23,381 -50%
CPBTD
57
Central Pacific Bank - Trust Division
Hawaii
$954K
APFP
58
Action Point Financial Planning
Michigan
$923K +$932K +21,227 New
SA
59
Sonoma Allocations
California
$916K +$313K +7,127 +51%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$914K -$45.2K -1,030 -5%
EH
61
Equitable Holdings
New York
$912K -$120K -2,729 -12%
HGWM
62
Horst & Graben Wealth Management
Oregon
$904K -$6.76K -154 -0.7%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$887K
BCM
64
Brookstone Capital Management
Illinois
$866K +$31.3K +713 +4%
SA
65
Skyline Advisors
Washington
$791K -$671K -15,278 -46%
SHJ
66
Sharkey, Howes & Javer
Colorado
$777K +$30K +683 +4%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$776K +$108K +2,452 +16%
MAC
68
Mason & Associates (California)
California
$769K +$449K +10,238 +137%
SFA
69
Sequoia Financial Advisors
Ohio
$760K +$767K +17,462 New
SC
70
Savant Capital
Illinois
$734K +$132 +3 +0%
AIA
71
Ally Invest Advisors
North Carolina
$680K +$27.2K +619 +4%
AssetMark Inc
72
AssetMark Inc
California
$678K +$63K +1,436 +10%
VNA
73
Valley National Advisers
Pennsylvania
$670K +$58.4K +1,331 +9%
AWM
74
Apollon Wealth Management
South Carolina
$654K +$235K +5,357 +55%
FPWM
75
FSB Premier Wealth Management
Iowa
$647K +$104K +2,361 +19%