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iShares ESG Advanced Total USD Bond Market ETF

70 hedge funds and large institutions have $305M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
39
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
51
World Investment Advisors
California
$216K +$8.74K +176 +4%
CRWM
52
Castle Rock Wealth Management
California
$207K +$207K +4,153 New
APA
53
American Portfolios Advisors
New York
$141K +$133K +2,667 +1,560%
GIA
54
Goodwin Investment Advisory
Georgia
$132K +$21K +425 +19%
BAM
55
Belpointe Asset Management
Nevada
$100K +$100K +2,004 New
PCG
56
Private Capital Group
Connecticut
$100K +$100K +2,006 New
WP
57
WealthShield Partners
North Carolina
$73K +$1.94K +39 +3%
FHA
58
First Horizon Advisors
Tennessee
$53K +$53K +1,082 New
HI
59
Harbour Investments
Wisconsin
$46K +$12.1K +245 +36%
SWM
60
Spire Wealth Management
Virginia
$33K +$33K +666 New
TFS
61
TrustCore Financial Services
Tennessee
$30K +$30K +607 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$26K +$5.97K +120 +30%
NFG
63
Next Financial Group
Texas
$25K +$25K +495 New
Bank of America
64
Bank of America
North Carolina
$22K +$22K +438 New
LWM
65
Liberty Wealth Management
California
$17K +$17K +341 New
GFPC
66
Global Financial Private Client
Florida
$10.4K +$5.31K +107 +104%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$8K
UBS Group
68
UBS Group
Switzerland
$5K +$5K +101 New
NFSG
69
Newbridge Financial Services Group
Florida
$3K
AF
70
Advisornet Financial
Minnesota
$3K +$1.73K +34 +136%
BlackRock
71
BlackRock
New York
-$3.92M -80,000 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$3.09M -62,960 Closed
SFS
73
Sowell Financial Services
Arkansas
-$34K -687 Closed
IA
74
IFP Advisors
Florida
-$7K -137 Closed
Wells Fargo
75
Wells Fargo
California
-$1K -26 Closed