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iShares ESG Advanced Universal USD Bond ETF

161 hedge funds and large institutions have $540M invested in iShares ESG Advanced Universal USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

4% more funds holding

Funds holding: 155161 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 78.87%78.14% (-0.74%)

1% less capital invested

Capital invested by funds: $547M → $540M (-$6.82M)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
82
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LifePlan Investment Advisors
North Carolina
$370K +$2.68K +61 +0.7%
IWC
102
Integrated Wealth Concepts
Massachusetts
$368K +$118K +2,678 +46%
HighTower Advisors
103
HighTower Advisors
Illinois
$357K +$3.34K +76 +0.9%
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K
SIM
105
Stratos Investment Management
Ohio
$339K +$38.3K +873 +13%
BFP
106
Brewster Financial Planning
New York
$315K
HI
107
Harbour Investments
Wisconsin
$310K +$19.8K +452 +7%
SWM
108
SigFig Wealth Management
California
$304K -$27.4M -624,416 -99%
WWM
109
Western Wealth Management
Colorado
$302K -$1.23K -28 -0.4%
KAS
110
Kestra Advisory Services
Texas
$298K +$103K +2,346 +52%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$294K
ATPW
112
Ashton Thomas Private Wealth
Arizona
$270K +$2.63K +60 +1%
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$265K +$41.7K +951 +19%
CL
114
Choreo LLC
Illinois
$263K +$266K +6,050 New
CWM
115
Contango Wealth Management
California
$263K -$899K -20,468 -77%
NFG
116
Northeast Financial Group
Pennsylvania
$262K
WIC
117
Whitegate Investment Counselors
New Hampshire
$262K +$36.8K +839 +16%
Cerity Partners
118
Cerity Partners
New York
$253K +$256K +5,825 New
Bank of New York Mellon
119
Bank of New York Mellon
New York
$252K -$63.5K -1,446 -20%
P
120
&Partners
Tennessee
$248K +$2.94K +67 +1%
IWM
121
IHT Wealth Management
Illinois
$241K -$75.3K -1,715 -24%
BW
122
Balance Wealth
Ohio
$229K +$15.1K +344 +7%
KW
123
Keyvantage Wealth
Pennsylvania
$227K
SPAS
124
Spectrum Planning & Advisory Services
California
$209K -$6.72K -153 -3%
DAS
125
Dynamic Advisor Solutions
Arizona
$206K -$138K -3,151 -40%