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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 %
GA
76
Goldstein Advisors
Wisconsin
$539K -$6.79K -156 -1%
GC
77
Guardian Capital
Ontario, Canada
$510K +$13.1K +300 +3%
RCWM
78
Red Crane Wealth Management
California
$503K +$6.66K +153 +1%
VNA
79
Valley National Advisers
Pennsylvania
$497K -$304 -7 -0.1%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$492K -$3.59M -82,300 -88%
IWC
81
Integrated Wealth Concepts
Massachusetts
$477K +$72.5K +1,664 +18%
FFA
82
Farther Finance Advisors
California
$463K -$58K -1,331 -11%
HighTower Advisors
83
HighTower Advisors
Illinois
$462K -$10.4K -239 -2%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$439K -$29.5K -678 -6%
RA
85
RFG Advisory
Alabama
$425K +$125K +2,868 +42%
DAS
86
Dynamic Advisor Solutions
Arizona
$424K
ISFAN
87
Investor's Fiduciary Advisor Network
Washington
$418K -$17.4K -399 -4%
AAS
88
Avantax Advisory Services
Texas
$418K +$71.5K +1,641 +21%
HI
89
Harbour Investments
Wisconsin
$415K +$8.19K +188 +2%
AWM
90
Apollon Wealth Management
South Carolina
$415K +$5.36K +123 +1%
MIA
91
Milestone Investment Advisors
Wisconsin
$412K -$523 -12 -0.1%
KW
92
KWB Wealth
California
$410K -$42.1K -972 -9%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$389K +$83.8K +1,923 +27%
AG
94
Ascent Group
Virginia
$385K +$17.2K +395 +5%
MFG
95
Merit Financial Group
Georgia
$384K +$123K +2,819 +47%
VA
96
Valmark Advisers
Ohio
$378K +$378K +8,671 New
MOS
97
MGO One Seven
Ohio
$369K +$87.1K +2,000 +31%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$362K -$1.49M -34,144 -80%
EFG
99
Elios Financial Group
Ohio
$352K +$50K +1,149 +17%
BCI
100
Brinker Capital Investments
Pennsylvania
$339K +$117K +2,682 +53%