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iShares ESG Advanced Total USD Bond Market ETF

171 hedge funds and large institutions have $589M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
88
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OL
101
Optas LLC
Texas
$335K -$2.83K -65 -0.8%
WIA
102
World Investment Advisors
California
$329K +$66.8K +1,535 +26%
APW
103
Austin Private Wealth
Texas
$322K +$81.7K +1,876 +34%
EWA
104
EverSource Wealth Advisors
Alabama
$321K +$64.3K +1,477 +25%
FCG
105
Financial Connections Group
California
$320K +$34.3K +790 +12%
SIM
106
Stratos Investment Management
Ohio
$318K +$41.9K +961 +15%
MAC
107
Mason & Associates (California)
California
$305K -$653 -15 -0.2%
OWCM
108
One Wealth Capital Management
Arizona
$302K +$69.5K +1,596 +30%
HPM
109
Hoxton Planning & Management
West Virginia
$302K +$302K +6,925 New
BFP
110
Brewster Financial Planning
New York
$299K +$91.2K +2,095 +44%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$294K
CCM
112
Coldstream Capital Management
Washington
$291K +$291K +6,684 New
Mariner
113
Mariner
Kansas
$275K +$275K +6,309 New
ATPW
114
Ashton Thomas Private Wealth
Arizona
$273K -$15.5K -356 -5%
FPWM
115
FSB Premier Wealth Management
Iowa
$272K +$272K +6,248 New
KAS
116
Kestra Advisory Services
Texas
$254K +$28.7K +660 +13%
OPWM
117
Oregon Pacific Wealth Management
Oregon
$252K -$5.4K -124 -2%
FA
118
Flagstar Advisors
New York
$241K +$2.31K +53 +1%
KW
119
Keyvantage Wealth
Pennsylvania
$235K -$4.49K -103 -2%
WIC
120
Whitegate Investment Counselors
New Hampshire
$224K +$224K +5,150 New
WHCI
121
W.H. Cornerstone Investments
Massachusetts
$219K -$5.27K -121 -2%
PJSIMP
122
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K +$217K +4,992 New
MWM
123
MBE Wealth Management
Wisconsin
$214K -$174 -4 -0.1%
SPAS
124
Spectrum Planning & Advisory Services
California
$213K -$6.58K -151 -3%
TW
125
Traveka Wealth
California
$210K -$1.7K -39 -0.8%