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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
RW
76
Rockport Wealth
Ohio
$612K +$23.9K +544 +4%
Mariner
77
Mariner
Kansas
$603K +$291K +6,625 +92%
GWMR
78
GC Wealth Management RIA
Massachusetts
$593K +$25.2K +574 +4%
GCC
79
Guardian Capital (Canada)
Ontario, Canada
$592K +$4.39K +100 +0.7%
RF
80
Rossby Financial
Florida
$590K +$302K +6,885 +103%
PFPG
81
Pinnacle Financial Partners (Georgia)
Georgia
$590K +$11.2K +256 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$577K +$17.2K +391 +3%
GA
83
Goldstein Advisors
Wisconsin
$576K +$14.5K +331 +3%
KW
84
KWB Wealth
California
$572K -$173K -3,930 -23%
MIA
85
Milestone Investment Advisors
Wisconsin
$571K -$6.5K -148 -1%
EP
86
Essential Planning
New Hampshire
$567K -$12.1K -275 -2%
FFA
87
Farther Finance Advisors
California
$560K +$61.4K +1,399 +12%
TF
88
Theory Financial
Colorado
$515K +$15.6K +356 +3%
SVWG
89
Shared Vision Wealth Group
United States
$470K -$56.1K -1,279 -11%
RCWM
90
Red Crane Wealth Management
California
$467K -$47.8K -1,089 -9%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$429K +$5.4K +123 +1%
MFG
92
Merit Financial Group
Georgia
$427K +$431K +9,809 New
AFC
93
Avise Financial Cooperative
California
$424K +$1.05K +24 +0.2%
EPW
94
Endeavor Private Wealth
Kansas
$414K +$418K +9,512 New
TW
95
Traveka Wealth
California
$407K +$11.5K +263 +3%
AC
96
Apella Capital
Connecticut
$398K +$399K +9,080 New
VA
97
Valmark Advisers
Ohio
$394K
FCG
98
Financial Connections Group
California
$384K +$16.2K +368 +4%
CIA
99
Concurrent Investment Advisors
Florida
$378K -$40.1K -914 -10%
KFP
100
Keener Financial Planning
Texas
$372K +$34.9K +796 +10%