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iShares ESG Advanced Universal USD Bond ETF

150 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, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$563K
GC
77
Guardian Capital
Ontario, Canada
$558K
SPIA
78
Steward Partners Investment Advisory
New York
$525K
RCWM
79
Red Crane Wealth Management
California
$510K
TF
80
Theory Financial
Colorado
$509K
MIA
81
Milestone Investment Advisors
Wisconsin
$452K
IWC
82
Integrated Wealth Concepts
Massachusetts
$435K
FPWM
83
FSB Premier Wealth Management
Iowa
$433K
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$429K
DAS
85
Dynamic Advisor Solutions
Arizona
$427K
AWM
86
Apollon Wealth Management
South Carolina
$418K
KW
87
KWB Wealth
California
$411K
HI
88
Harbour Investments
Wisconsin
$410K
VA
89
Valmark Advisers
Ohio
$398K
RA
90
RFG Advisory
Alabama
$373K
LIA
91
LifePlan Investment Advisors
North Carolina
$371K
FCG
92
Financial Connections Group
California
$334K
IWM
93
IHT Wealth Management
Illinois
$319K
MAC
94
Mason & Associates (California)
California
$319K
SIM
95
Stratos Investment Management
Ohio
$313K
BFP
96
Brewster Financial Planning
New York
$307K
SA
97
Sonoma Allocations
California
$301K
Mariner
98
Mariner
Kansas
$297K
BCWM
99
Bartlett & Co Wealth Management
Ohio
$297K
RF
100
Rossby Financial
Florida
$278K