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iShares ESG Advanced Universal USD Bond ETF

155 hedge funds and large institutions have $547M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 151155 (+4)

1% more capital invested

Capital invested by funds: $543M → $547M (+$4.34M)

0.64% more ownership

Funds ownership: 78.23%78.87% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
69
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$318K -$924 -21 -0.3%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$318K +$319K +7,237 New
Mariner
103
Mariner
Kansas
$318K +$20.9K +475 +7%
BFP
104
Brewster Financial Planning
New York
$318K +$10.3K +234 +3%
WWM
105
Western Wealth Management
Colorado
$306K +$306K +6,960 New
SIM
106
Stratos Investment Management
Ohio
$303K -$9.11K -207 -3%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$297K
RF
108
Rossby Financial
Florida
$294K +$15.9K +362 +6%
HI
109
Harbour Investments
Wisconsin
$293K -$117K -2,661 -29%
ATPW
110
Ashton Thomas Private Wealth
Arizona
$270K -$6.34K -144 -2%
NFG
111
Northeast Financial Group
Pennsylvania
$265K -$5.15K -117 -2%
IWC
112
Integrated Wealth Concepts
Massachusetts
$254K -$182K -4,128 -42%
P
113
&Partners
Tennessee
$247K +$9.9K +225 +4%
KW
114
Keyvantage Wealth
Pennsylvania
$229K
WIC
115
Whitegate Investment Counselors
New Hampshire
$227K +$1.28K +29 +0.6%
WHCI
116
W.H. Cornerstone Investments
Massachusetts
$226K +$2.64K +60 +1%
SPAS
117
Spectrum Planning & Advisory Services
California
$217K +$1.32K +30 +0.6%
BW
118
Balance Wealth
Ohio
$216K +$217K +4,922 New
SWA
119
Sax Wealth Advisors
New Jersey
$205K -$22.4K -509 -10%
KAS
120
Kestra Advisory Services
Texas
$198K -$46.8K -1,063 -19%
PWA
121
Physician Wealth Advisors
Utah
$170K -$25.1K -570 -13%
Bessemer Group
122
Bessemer Group
New Jersey
$153K +$153K +3,484 New
GFA
123
Godfrey Financial Associates
New York
$138K +$139K +3,150 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$128K +$2.73K +62 +2%
KFI
125
Key Financial Inc
Pennsylvania
$116K