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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
CAL
126
Capital Analysts LLC
Pennsylvania
$60K -$57K -1,309 -49%
MCM
127
MAI Capital Management
Ohio
$59.2K +$58.7K +1,347 New
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$55.3K +$54.8K +1,258 New
CAM
129
Clarity Asset Management
Iowa
$51.4K +$479 +11 +0.9%
CFO
130
CVA Family Office
Colorado
$26.4K
GWP
131
Gen-Wealth Partners
Michigan
$23.5K
CFD
132
Creative Financial Designs
Indiana
$23.1K -$63.1K -1,448 -73%
EWM
133
Evolution Wealth Management
Florida
$20.3K
Franklin Resources
134
Franklin Resources
California
$18.3K -$4.57K -105 -20%
1NWS
135
1 North Wealth Services
Maryland
$13.6K
TFA
136
Transamerica Financial Advisors
Florida
$13.2K +$13.1K +300 New
SWM
137
Spire Wealth Management
Virginia
$12.9K
FVIM
138
Fort Vancouver Investment Management
Washington
$11.2K
IA
139
IFP Advisors
Florida
$6.68K +$44 +1 +0.7%
GSWM
140
Golden State Wealth Management
California
$4.61K
BC
141
Barrett & Company
Rhode Island
$3.08K
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$2.99K
CA
143
CoreCap Advisors
Michigan
$2.9K
ACA
144
Aptus Capital Advisors
Alabama
$2.63K -$23K -527 -90%
NB
145
NBT Bank
New York
$2.06K -$131 -3 -6%
LFG
146
Larson Financial Group
Missouri
$1.71K -$2.83K -65 -63%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1.23K +$1.22K +28 New
MG
148
Mather Group
Illinois
$966 +$958 +22 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$879
SWP
150
Strategic Wealth Partners
Ohio
$264 +$261 +6 New