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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
BlackRock
1
BlackRock
New York
$231M +$1.29M +29,645 +0.6%
SWM
2
SigFig Wealth Management
California
$27M +$2.11M +48,451 +9%
I
3
IMPACTfolio
Colorado
$23M +$1.91M +43,732 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M -$47.6M -1,092,270 -68%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20M +$19.4M +444,801 +3,940%
LPL Financial
6
LPL Financial
California
$18.2M -$8.81M -202,155 -33%
JP Morgan Chase
7
JP Morgan Chase
New York
$16.3M -$1.07M -24,658 -6%
SI
8
Seeds Investor
New York
$15.2M +$635K +14,579 +4%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$13.1M +$1.8M +41,335 +16%
Citadel Advisors
10
Citadel Advisors
Florida
$12.8M +$12.7M +290,680 New
AF
11
Allworth Financial
California
$10.3M +$378K +8,669 +4%
ASN
12
Advisory Services Network
Georgia
$6.81M -$158K -3,623 -2%
Morgan Stanley
13
Morgan Stanley
New York
$6.34M +$118K +2,707 +2%
Jane Street
14
Jane Street
New York
$4.87M +$3.44M +78,949 +247%
SA
15
Stewardship Advisors
Pennsylvania
$4.59M +$107K +2,455 +2%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$4.1M -$11.9M -272,050 -74%
OWA
17
One Wealth Advisors
California
$3.77M -$826K -18,957 -18%
PWM
18
Perigon Wealth Management
California
$3.45M -$430K -9,875 -11%
FTUS
19
Flow Traders U.S.
New York
$3.35M +$2.34M +53,823 +239%
JPG
20
Jordan Park Group
California
$3.28M +$496K +11,375 +18%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$3.08M +$128K +2,930 +4%
US Bancorp
22
US Bancorp
Minnesota
$2.93M -$8.32M -190,944 -74%
DRP
23
Decker Retirement Planning
Utah
$2.86M -$161K -3,705 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.76M -$119K -2,733 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.66M -$3.78M -86,674 -59%