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iShares ESG Advanced Total USD Bond Market ETF

171 hedge funds and large institutions have $589M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
88
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
51
Skyline Advisors
Washington
$1.25M +$76.7K +1,762 +7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.15M +$41.7K +958 +4%
AssetMark Inc
53
AssetMark Inc
California
$1.14M +$200K +4,602 +21%
BL
54
BFSG LLC
California
$1.1M +$218K +5,000 +25%
VHAM
55
Van Hulzen Asset Management
California
$1.08M
FTUS
56
Flow Traders U.S.
New York
$979K +$979K +22,483 New
SFP
57
Sandbox Financial Partners
Maryland
$976K +$92.5K +2,125 +10%
UBS Group
58
UBS Group
Switzerland
$919K -$32.5K -747 -3%
MMA
59
Miracle Mile Advisors
California
$908K +$908K +20,843 New
SVWG
60
Shared Vision Wealth Group
United States
$884K -$330K -7,613 -27%
DL
61
DOHJ LLC
Washington
$878K +$4.33K +101 +0.5%
SC
62
Savant Capital
Illinois
$851K +$70.6K +1,620 +9%
CPBTD
63
Central Pacific Bank - Trust Division
Hawaii
$714K +$346K +7,944 +94%
CWM
64
Congress Wealth Management
Massachusetts
$707K +$108K +2,473 +18%
SPIA
65
Steward Partners Investment Advisory
New York
$696K +$18.6K +427 +3%
BCM
66
Brookstone Capital Management
Illinois
$691K -$40.8K -936 -6%
AIA
67
Ally Invest Advisors
North Carolina
$684K +$118K +2,705 +21%
TF
68
Theory Financial
Colorado
$679K +$51.8K +1,195 +8%
COCM
69
Charter Oak Capital Management
New Hampshire
$666K +$338K +7,769 +103%
SF
70
Synovus Financial
Georgia
$591K
RW
71
Rockport Wealth
Ohio
$589K
EP
72
Essential Planning
New Hampshire
$578K +$12.4K +284 +2%
OMC
73
Old Mission Capital
Illinois
$577K +$577K +13,259 New
Natixis Advisors
74
Natixis Advisors
Massachusetts
$565K +$5.62K +129 +1%
LIA
75
LifePlan Investment Advisors
North Carolina
$544K +$58.6K +1,345 +12%