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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
BlackRock
1
BlackRock
New York
$232M +$1.82M +41,422 +0.8%
SWM
2
SigFig Wealth Management
California
$27.7M +$736K +16,718 +3%
I
3
IMPACTfolio
Colorado
$26.4M +$3.5M +79,544 +15%
LPL Financial
4
LPL Financial
California
$25.7M +$7.47M +169,761 +41%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.2M -$913K -20,756 -4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$18.9M -$1.13M -25,787 -6%
SI
7
Seeds Investor
New York
$15.8M +$642K +14,593 +4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$14M +$854K +19,413 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$13.1M -$3.18M -72,161 -19%
AF
10
Allworth Financial
California
$10.5M +$254K +5,768 +2%
Morgan Stanley
11
Morgan Stanley
New York
$6.9M +$555K +12,621 +9%
ASN
12
Advisory Services Network
Georgia
$6.82M +$7.35K +167 +0.1%
BDFN
13
Bond & Devick Financial Network
Minnesota
$5.66M +$5.67M +128,903 New
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$4.03M -$72.1K -1,639 -2%
SA
15
Stewardship Advisors
Pennsylvania
$3.64M -$945K -21,473 -21%
OWA
16
One Wealth Advisors
California
$3.59M -$174K -3,944 -5%
PWM
17
Perigon Wealth Management
California
$3.55M +$94.7K +2,151 +3%
Citadel Advisors
18
Citadel Advisors
Florida
$3.36M -$9.42M -214,084 -74%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.57M +35,670 +91%
JPG
20
Jordan Park Group
California
$3.28M
DRP
21
Decker Retirement Planning
Utah
$3.14M +$282K +6,402 +10%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$3.13M +$55.4K +1,258 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.09M +$430K +9,768 +16%
RCS
24
Retirement Capital Strategies
California
$3.05M +$408K +9,261 +15%
US Bancorp
25
US Bancorp
Minnesota
$2.93M