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iShares ESG Advanced High Yield Corporate Bond ETF

83 hedge funds and large institutions have $71.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

0% more funds holding

Funds holding: 8383 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less capital invested

Capital invested by funds: $74.9M → $71.8M (-$3.12M)

2.25% less ownership

Funds ownership: 38.9%36.66% (-2.2%)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
40
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.65M +$180K +3,837 +3%
CCM
2
Colorado Capital Management
Colorado
$4.53M +$193K +4,114 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.14M -$11.9K -254 -0.3%
Raymond James Financial
4
Raymond James Financial
Florida
$3.81M +$1.82M +38,731 +89%
UBS Group
5
UBS Group
Switzerland
$3.76M +$40.4K +860 +1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$3.45M +$3.5M +74,480 New
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$3.39M +$107K +2,268 +3%
AssetMark Inc
8
AssetMark Inc
California
$2.81M +$526K +11,199 +23%
II
9
Impact Investors
California
$2.53M +$145K +3,096 +6%
Bank of America
10
Bank of America
North Carolina
$2.35M -$156K -3,315 -6%
SI
11
Seeds Investor
New York
$2.09M +$378K +8,044 +22%
Jane Street
12
Jane Street
New York
$1.9M +$217K +4,614 +13%
Wells Fargo
13
Wells Fargo
California
$1.75M +$345K +7,336 +24%
AC
14
Apella Capital
Connecticut
$1.43M +$1.43M +30,462 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.4M -$5.31K -113 -0.4%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.39M +$68.5K +1,458 +5%
FCG
17
Financial Connections Group
California
$1.36M -$81.7K -1,739 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.25M +$182K +3,883 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.22M +$222K +4,733 +22%
MWM
20
Modern Wealth Management
Kansas
$1.18M +$864K +18,380 +258%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$1.11M
FNWM
22
Financial Network Wealth Management
Utah
$1.11M -$43.8K -933 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$981K +$301K +6,415 +43%
OCM
24
One Capital Management
California
$976K +$109K +2,320 +12%
APW
25
Aurora Private Wealth
New Jersey
$905K -$309K -6,570 -25%