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iShares ESG Advanced Universal USD Bond ETF

151 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, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.92% less ownership

Funds ownership: 80.15%78.23% (-1.9%)

8% less capital invested

Capital invested by funds: $590M → $543M (-$46.8M)

12% less funds holding

Funds holding: 172151 (-21)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

Holders
151
Holders Change
-21
Holders Change %
-12.21%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
65
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$276K +$1.09K +25 +0.4%
AG
102
Ascent Group
Virginia
$272K -$115K -2,646 -30%
NFG
103
Northeast Financial Group
Pennsylvania
$270K +$268K +6,144 New
TW
104
Traveka Wealth
California
$256K +$44.5K +1,022 +21%
OPWM
105
Oregon Pacific Wealth Management
Oregon
$255K +$1.22K +28 +0.5%
GWMR
106
GC Wealth Management RIA
Massachusetts
$249K +$247K +5,660 New
KAS
107
Kestra Advisory Services
Texas
$245K -$11.2K -257 -4%
KFP
108
Keener Financial Planning
Texas
$240K +$47K +1,078 +25%
P
109
&Partners
Tennessee
$237K +$235K +5,404 New
KW
110
Keyvantage Wealth
Pennsylvania
$230K -$7.84K -180 -3%
SWA
111
Sax Wealth Advisors
New Jersey
$227K +$225K +5,176 New
WIC
112
Whitegate Investment Counselors
New Hampshire
$226K
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$223K +$1.96K +45 +0.9%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$3.27K +75 +2%
SPAS
115
Spectrum Planning & Advisory Services
California
$216K +$1.13K +26 +0.5%
AWM
116
AE Wealth Management
Kansas
$216K +$152K +3,479 +241%
OWCM
117
One Wealth Capital Management
Arizona
$213K -$91.1K -2,090 -30%
LWA
118
Lifelong Wealth Advisors
Minnesota
$207K +$205K +4,709 New
PWA
119
Physician Wealth Advisors
Utah
$195K +$871 +20 +0.5%
PS
120
Principal Securities
Iowa
$163K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$125K
GWSG
122
GPS Wealth Strategies Group
Colorado
$123K +$436 +10 +0.4%
KFI
123
Key Financial Inc
Pennsylvania
$116K
HDIM
124
Hanson & Doremus Investment Management
Vermont
$109K +$3.96K +91 +4%
AIP
125
Ameritas Investment Partners
Nebraska
$80.7K +$174 +4 +0.2%