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iShares ESG Advanced Total USD Bond Market ETF

168 hedge funds and large institutions have $553M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
68
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1NWS
151
1 North Wealth Services
Maryland
$13.4K 310 +310 New
SWM
152
Spire Wealth Management
Virginia
$12.7K 293
FVIM
153
Fort Vancouver Investment Management
Washington
$11.1K 256 +46 +22%
WCM
154
WealthTrak Capital Management
Virginia
$8.88K 205
WT
155
Washington Trust
Rhode Island
$6.98K 161
AG
156
AmeriFlex Group
Nevada
$6.89K 159 +159 New
DRP
157
Decker Retirement Planning
Utah
$6.28K 145
IA
158
IFP Advisors
Florida
$6.2K 143 +143 New
GSWM
159
Golden State Wealth Management
California
$4.55K 105 +105 New
LFG
160
Larson Financial Group
Missouri
$4.51K 104
MG
161
Mather Group
Illinois
$3.16K 73 +36 +97%
BC
162
Barrett & Company
Rhode Island
$3.03K 70
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$2.95K 68
CA
164
CoreCap Advisors
Michigan
$2.86K 66
SAM
165
Smartleaf Asset Management
Massachusetts
$2.51K 58 +58 New
NB
166
NBT Bank
New York
$2.04K 47
CPG
167
Cornerstone Planning Group
New Jersey
$1.93K 45 +45 New
GFPC
168
Global Financial Private Client
Florida
$1.34K 31
FTUS
169
Flow Traders U.S.
New York
-22,580 Closed
VWM
170
Venturi Wealth Management
Texas
-6,668 Closed
OMC
171
Old Mission Capital
Illinois
-5,842 Closed
TWP
172
Tempus Wealth Planning
California
-5,577 Closed
SWP
173
Sagespring Wealth Partners
Tennessee
-5,330 Closed
WF
174
Williams Financial
Vermont
-5,325 Closed
SWA
175
Stratos Wealth Advisors
Ohio
-5,133 Closed