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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
SWA
126
Sax Wealth Advisors
New Jersey
$205K
TWCA
127
Two West Capital Advisors
Kansas
$204K +$206K +4,699 New
TPWA
128
Twin Peaks Wealth Advisors
California
$141K +$142K +3,242 New
GFA
129
Godfrey Financial Associates
New York
$139K +$2.19K +50 +2%
TFA
130
Transamerica Financial Advisors
Florida
$126K +$69K +1,572 +118%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$124K -$2.72K -62 -2%
KFI
132
Key Financial Inc
Pennsylvania
$115K
HDIM
133
Hanson & Doremus Investment Management
Vermont
$114K +$4.96K +113 +4%
AIA
134
Armor Investment Advisors
North Carolina
$89.2K +$3.51K +80 +4%
AIP
135
Ameritas Investment Partners
Nebraska
$80.3K +$132 +3 +0.2%
CAL
136
Capital Analysts LLC
Pennsylvania
$60K
MCM
137
MAI Capital Management
Ohio
$58.6K
CAM
138
Clarity Asset Management
Iowa
$48.4K +$307 +7 +0.6%
EWM
139
Evolution Wealth Management
Florida
$33.2K
TCM
140
Triumph Capital Management
Colorado
$26.3K
CFO
141
CVA Family Office
Colorado
$26.1K
GWP
142
Gen-Wealth Partners
Michigan
$23.3K
AWM
143
AE Wealth Management
Kansas
$18.1K +$1.23K +28 +7%
Franklin Resources
144
Franklin Resources
California
$17.4K -$746 -17 -4%
PWA
145
Physician Wealth Advisors
Utah
$15.9K -$154K -3,516 -91%
1NWS
146
1 North Wealth Services
Maryland
$13.5K
SWM
147
Spire Wealth Management
Virginia
$12.7K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$11.7K +$176 +4 +2%
FVIM
149
Fort Vancouver Investment Management
Washington
$11.1K
CFD
150
Creative Financial Designs
Indiana
$9.92K -$1.76K -40 -15%