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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
KG
151
Kilter Group
New York
$176 -$5.4K -124 -97%
MMA
152
Miracle Mile Advisors
California
-$908K -20,843 Closed
DL
153
DOHJ LLC
Washington
-$878K -20,508 Closed
OMC
154
Old Mission Capital
Illinois
-$577K -13,259 Closed
SA
155
Sanctuary Advisors
Indiana
-$493K -11,318 Closed
ISFAN
156
Investor's Fiduciary Advisor Network
Washington
-$418K -9,610 Closed
Bank of New York Mellon
157
Bank of New York Mellon
New York
-$389K -8,928 Closed
MFG
158
Merit Financial Group
Georgia
-$384K -8,828 Closed
MOS
159
MGO One Seven
Ohio
-$369K -8,469 Closed
BCI
160
Brinker Capital Investments
Pennsylvania
-$339K -7,787 Closed
OL
161
Optas LLC
Texas
-$335K -7,702 Closed
WIA
162
World Investment Advisors
California
-$329K -7,550 Closed
APW
163
Austin Private Wealth
Texas
-$322K -7,403 Closed
EWA
164
EverSource Wealth Advisors
Alabama
-$321K -7,363 Closed
HPM
165
Hoxton Planning & Management
West Virginia
-$302K -6,925 Closed
FA
166
Flagstar Advisors
New York
-$241K -5,531 Closed
MWM
167
MBE Wealth Management
Wisconsin
-$214K -4,922 Closed
CW
168
CreativeOne Wealth
Kansas
-$210K -4,813 Closed
Comerica Bank
169
Comerica Bank
Texas
-$86.4K -1,984 Closed
JWA
170
JFS Wealth Advisors
Pennsylvania
-$82.8K -1,901 Closed
TPWA
171
Twin Peaks Wealth Advisors
California
-$48.3K -1,111 Closed
GRP
172
Global Retirement Partners
California
-$29.4K -676 Closed
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
-$29.2K -672 Closed
T
174
Transce3nd
Texas
-$24K -550 Closed
MYIA
175
Mount Yale Investment Advisors
Colorado
-$20.4K -468 Closed