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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
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$584K +$585K +13,297 New
MIA
77
Milestone Investment Advisors
Wisconsin
$583K +$131K +2,980 +29%
GWMR
78
GC Wealth Management RIA
Massachusetts
$574K +$326K +7,404 +131%
GA
79
Goldstein Advisors
Wisconsin
$567K +$3.96K +90 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$565K +$39.9K +907 +8%
FPWM
81
FSB Premier Wealth Management
Iowa
$549K +$116K +2,636 +27%
CCM
82
Coldstream Capital Management
Washington
$546K -$41.5K -944 -7%
SVWG
83
Shared Vision Wealth Group
United States
$532K -$512K -11,640 -49%
RCWM
84
Red Crane Wealth Management
California
$519K +$9.81K +223 +2%
TF
85
Theory Financial
Colorado
$505K -$660 -15 -0.1%
FFA
86
Farther Finance Advisors
California
$505K -$103K -2,349 -17%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$428K -$1.1K -25 -0.3%
AFC
88
Avise Financial Cooperative
California
$427K +$428K +9,718 New
AIM
89
Archer Investment Management
Texas
$426K +$427K +9,710 New
AWM
90
Apollon Wealth Management
South Carolina
$425K +$6.51K +148 +2%
CIA
91
Concurrent Investment Advisors
Florida
$422K +$423K +9,614 New
TW
92
Traveka Wealth
California
$399K +$143K +3,257 +56%
VA
93
Valmark Advisers
Ohio
$398K
FCG
94
Financial Connections Group
California
$372K +$38.1K +865 +11%
LIA
95
LifePlan Investment Advisors
North Carolina
$371K
HighTower Advisors
96
HighTower Advisors
Illinois
$357K -$376K -8,552 -51%
PJSIMP
97
P.J. Schmidt Investment Management (PJS)
Wisconsin
$356K +$134K +3,050 +60%
DAS
98
Dynamic Advisor Solutions
Arizona
$347K -$80.6K -1,831 -19%
KFP
99
Keener Financial Planning
Texas
$340K +$100K +2,279 +42%
MAC
100
Mason & Associates (California)
California
$328K +$8.8K +200 +3%