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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
VNA
76
Valley National Advisers
Pennsylvania
$563K +$61.4K +1,409 +12%
GCC
77
Guardian Capital (Canada)
Ontario, Canada
$558K +$43.6K +1,000 +9%
SPIA
78
Steward Partners Investment Advisory
New York
$525K -$175K -4,023 -25%
RCWM
79
Red Crane Wealth Management
California
$510K +$2.48K +57 +0.5%
TF
80
Theory Financial
Colorado
$509K -$182K -4,178 -27%
MIA
81
Milestone Investment Advisors
Wisconsin
$452K +$36K +827 +9%
IWC
82
Integrated Wealth Concepts
Massachusetts
$435K -$45.7K -1,050 -10%
FPWM
83
FSB Premier Wealth Management
Iowa
$433K +$158K +3,618 +58%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$429K -$13.6K -312 -3%
DAS
85
Dynamic Advisor Solutions
Arizona
$427K
AWM
86
Apollon Wealth Management
South Carolina
$418K
KW
87
KWB Wealth
California
$411K -$1.39K -32 -0.3%
HI
88
Harbour Investments
Wisconsin
$410K -$8.58K -197 -2%
VA
89
Valmark Advisers
Ohio
$398K +$17.2K +395 +5%
RA
90
RFG Advisory
Alabama
$373K -$54.6K -1,253 -13%
LIA
91
LifePlan Investment Advisors
North Carolina
$371K -$176K -4,036 -32%
FCG
92
Financial Connections Group
California
$334K +$11.2K +256 +3%
IWM
93
IHT Wealth Management
Illinois
$319K +$108K +2,469 +51%
MAC
94
Mason & Associates (California)
California
$319K +$11.6K +267 +4%
SIM
95
Stratos Investment Management
Ohio
$313K -$8.06K -185 -3%
BFP
96
Brewster Financial Planning
New York
$307K +$6.19K +142 +2%
SA
97
Sonoma Allocations
California
$301K +$297K +6,812 New
Mariner
98
Mariner
Kansas
$297K +$19.7K +453 +7%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$297K
RF
100
Rossby Financial
Florida
$278K +$222K +5,104 +413%