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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
BL
51
BFSG LLC
California
$1.19M +$80.3K +1,825 +7%
CWM
52
Contango Wealth Management
California
$1.16M +$1.17M +26,513 New
VHAM
53
Van Hulzen Asset Management
California
$1.08M -$5.59K -127 -0.5%
XFP
54
Xena Financial Planning
Oregon
$1.07M +$1.08M +24,460 New
PAS
55
Park Avenue Securities
New York
$1.05M -$35.2K -800 -3%
EH
56
Equitable Holdings
New York
$1.03M +$23.6K +537 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$968K +$91.5K +2,078 +10%
CPBTD
58
Central Pacific Bank - Trust Division
Hawaii
$963K +$244K +5,535 +34%
SFP
59
Sandbox Financial Partners
Maryland
$958K -$172K -3,908 -15%
HGWM
60
Horst & Graben Wealth Management
Oregon
$916K -$2.6K -59 -0.3%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$896K -$189K -4,300 -17%
BCM
62
Brookstone Capital Management
Illinois
$843K +$72.9K +1,656 +9%
SHJ
63
Sharkey, Howes & Javer
Colorado
$755K -$64.9K -1,474 -8%
KW
64
KWB Wealth
California
$744K +$331K +7,521 +80%
SC
65
Savant Capital
Illinois
$741K -$115K -2,617 -13%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$732K +$19.2K +437 +3%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$676K +$35.7K +812 +6%
AIA
68
Ally Invest Advisors
North Carolina
$659K -$7.26K -165 -1%
FTUS
69
Flow Traders U.S.
New York
$628K -$2.73M -62,003 -81%
AssetMark Inc
70
AssetMark Inc
California
$622K -$1.1K -25 -0.2%
VNA
71
Valley National Advisers
Pennsylvania
$618K +$54.7K +1,243 +10%
SA
72
Sonoma Allocations
California
$610K +$314K +7,129 +105%
RW
73
Rockport Wealth
Ohio
$594K
GCC
74
Guardian Capital (Canada)
Ontario, Canada
$592K +$35.2K +800 +6%
EP
75
Essential Planning
New Hampshire
$584K +$572 +13 +0.1%