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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
HDIM
126
Hanson & Doremus Investment Management
Vermont
$110K +$1.19K +27 +1%
AIA
127
Armor Investment Advisors
North Carolina
$86.5K +$86.7K +1,971 New
AIP
128
Ameritas Investment Partners
Nebraska
$80.9K +$220 +5 +0.3%
CAL
129
Capital Analysts LLC
Pennsylvania
$60K
MCM
130
MAI Capital Management
Ohio
$59.1K
TFA
131
Transamerica Financial Advisors
Florida
$58.4K +$45.3K +1,030 +343%
CAM
132
Clarity Asset Management
Iowa
$48.5K -$2.86K -65 -6%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$37.7K +$37.8K +858 New
EWM
134
Evolution Wealth Management
Florida
$33.5K +$13.2K +300 +65%
TCM
135
Triumph Capital Management
Colorado
$26.6K +$26.6K +605 New
CFO
136
CVA Family Office
Colorado
$26.4K
GWP
137
Gen-Wealth Partners
Michigan
$23.5K
Franklin Resources
138
Franklin Resources
California
$18.3K
AWM
139
AE Wealth Management
Kansas
$17K -$200K -4,535 -92%
1NWS
140
1 North Wealth Services
Maryland
$13.6K
SWM
141
Spire Wealth Management
Virginia
$12.9K
CFD
142
Creative Financial Designs
Indiana
$11.8K -$11.3K -257 -49%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$11.6K -$43.7K -994 -79%
FVIM
144
Fort Vancouver Investment Management
Washington
$11.2K
IA
145
IFP Advisors
Florida
$6.76K +$88 +2 +1%
GSWM
146
Golden State Wealth Management
California
$4.61K
LFG
147
Larson Financial Group
Missouri
$3.34K +$1.63K +37 +95%
BC
148
Barrett & Company
Rhode Island
$3.07K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$2.99K
CA
150
CoreCap Advisors
Michigan
$2.9K