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iShares ESG Advanced Universal USD Bond ETF

150 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, 50 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
ATPW
101
Ashton Thomas Private Wealth
Arizona
$276K
AG
102
Ascent Group
Virginia
$272K
NFG
103
Northeast Financial Group
Pennsylvania
$270K
TW
104
Traveka Wealth
California
$256K
OPWM
105
Oregon Pacific Wealth Management
Oregon
$255K
GWMR
106
GC Wealth Management RIA
Massachusetts
$249K
KAS
107
Kestra Advisory Services
Texas
$245K
KFP
108
Keener Financial Planning
Texas
$240K
P
109
&Partners
Tennessee
$237K
KW
110
Keyvantage Wealth
Pennsylvania
$230K
SWA
111
Sax Wealth Advisors
New Jersey
$227K
WIC
112
Whitegate Investment Counselors
New Hampshire
$226K
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$223K
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K
SPAS
115
Spectrum Planning & Advisory Services
California
$216K
AWM
116
AE Wealth Management
Kansas
$216K
OWCM
117
One Wealth Capital Management
Arizona
$213K
LWA
118
Lifelong Wealth Advisors
Minnesota
$207K
PWA
119
Physician Wealth Advisors
Utah
$195K
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
KFI
123
Key Financial Inc
Pennsylvania
$116K
HDIM
124
Hanson & Doremus Investment Management
Vermont
$109K
AIP
125
Ameritas Investment Partners
Nebraska
$80.7K