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iShares ESG Advanced Universal USD Bond ETF

149 hedge funds and large institutions have $533M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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
AG
101
Ascent Group
Virginia
$272K
NFG
102
Northeast Financial Group
Pennsylvania
$270K
TW
103
Traveka Wealth
California
$256K
OPWM
104
Oregon Pacific Wealth Management
Oregon
$255K
GWMR
105
GC Wealth Management RIA
Massachusetts
$249K
KAS
106
Kestra Advisory Services
Texas
$245K
KFP
107
Keener Financial Planning
Texas
$240K
P
108
&Partners
Tennessee
$237K
KW
109
Keyvantage Wealth
Pennsylvania
$230K
SWA
110
Sax Wealth Advisors
New Jersey
$227K
WIC
111
Whitegate Investment Counselors
New Hampshire
$226K
WHCI
112
W.H. Cornerstone Investments
Massachusetts
$223K
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K
SPAS
114
Spectrum Planning & Advisory Services
California
$216K
AWM
115
AE Wealth Management
Kansas
$216K
OWCM
116
One Wealth Capital Management
Arizona
$213K
LWA
117
Lifelong Wealth Advisors
Minnesota
$207K
PWA
118
Physician Wealth Advisors
Utah
$195K
PS
119
Principal Securities
Iowa
$163K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$125K
GWSG
121
GPS Wealth Strategies Group
Colorado
$123K
KFI
122
Key Financial Inc
Pennsylvania
$116K
HDIM
123
Hanson & Doremus Investment Management
Vermont
$109K
AIP
124
Ameritas Investment Partners
Nebraska
$80.7K
CAL
125
Capital Analysts LLC
Pennsylvania
$60K