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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
UBS Group
51
UBS Group
Switzerland
$1.11M +$184K +4,226 +20%
BL
52
BFSG LLC
California
$1.11M -$5.75K -132 -0.5%
VHAM
53
Van Hulzen Asset Management
California
$1.09M
PAS
54
Park Avenue Securities
New York
$1.09M -$3.22M -73,944 -75%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$1.08M -$497K -11,400 -32%
COCM
56
Charter Oak Capital Management
New Hampshire
$1.07M +$395K +9,059 +59%
SVWG
57
Shared Vision Wealth Group
United States
$1.05M +$145K +3,318 +16%
EH
58
Equitable Holdings
New York
$1.01M -$715K -16,404 -42%
HGWM
59
Horst & Graben Wealth Management
Oregon
$918K -$1.08M -24,781 -54%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$877K -$1.04M -23,795 -54%
SC
61
Savant Capital
Illinois
$856K -$1.74K -40 -0.2%
SHJ
62
Sharkey, Howes & Javer
Colorado
$820K -$784K -18,000 -49%
BCM
63
Brookstone Capital Management
Illinois
$770K +$73.1K +1,679 +11%
HighTower Advisors
64
HighTower Advisors
Illinois
$733K +$265K +6,083 +57%
CPBTD
65
Central Pacific Bank - Trust Division
Hawaii
$720K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$713K -$788K -18,080 -53%
AIA
67
Ally Invest Advisors
North Carolina
$667K -$23K -527 -3%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$641K +$70.1K +1,610 +12%
AssetMark Inc
69
AssetMark Inc
California
$623K -$527K -12,094 -46%
FFA
70
Farther Finance Advisors
California
$608K +$140K +3,205 +30%
RW
71
Rockport Wealth
Ohio
$595K
CCM
72
Coldstream Capital Management
Washington
$587K +$291K +6,684 +100%
EP
73
Essential Planning
New Hampshire
$584K +$436 +10 +0.1%
SF
74
Synovus Financial
Georgia
$579K -$17K -391 -3%
GA
75
Goldstein Advisors
Wisconsin
$563K +$19K +436 +4%