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iShares ESG Advanced Total USD Bond Market ETF

141 hedge funds and large institutions have $757M invested in iShares ESG Advanced Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
48
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$492K +$10K +238 +2%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$487K -$37.8K -895 -7%
GA
78
Goldstein Advisors
Wisconsin
$453K +$453K +10,728 New
CWM
79
Congress Wealth Management
Massachusetts
$442K +$75.7K +1,795 +21%
UBS Group
80
UBS Group
Switzerland
$442K +$124K +2,935 +39%
RJA
81
Raymond James & Associates
Florida
$433K +$50.9K +1,206 +13%
SPAS
82
Spectrum Planning & Advisory Services
California
$426K -$171K -4,056 -29%
RIA
83
Regal Investment Advisors
Michigan
$403K -$4.52K -107 -1%
Citadel Advisors
84
Citadel Advisors
Florida
$401K -$22.9K -542 -5%
JC
85
JB Capital
Connecticut
$391K +$78.5K +1,860 +25%
BFG
86
Buttonwood Financial Group
Missouri
$390K +$12.6K +298 +3%
CW
87
CreativeOne Wealth
Kansas
$381K -$30.4K -721 -7%
TCA
88
Transcend Capital Advisors
New Jersey
$367K +$22K +521 +6%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$347K +$347K +8,233 New
BC
90
Bartlett & Co
Ohio
$347K +$347K +8,233 New
DFA
91
DHK Financial Advisors
New Hampshire
$313K
PWM
92
Perigon Wealth Management
California
$312K +$15.5K +367 +5%
MYIA
93
Mount Yale Investment Advisors
Colorado
$293K +$67.2K +1,593 +30%
IFWM
94
Institute for Wealth Management
Colorado
$284K
TWP
95
Tempus Wealth Planning
California
$276K -$186K -4,415 -40%
Comerica Bank
96
Comerica Bank
Texas
$267K -$26.7K -617 -9%
Wells Fargo
97
Wells Fargo
California
$267K +$258K +6,107 +2,840%
SWM
98
Sugarloaf Wealth Management
Georgia
$258K
WHCI
99
W.H. Cornerstone Investments
Massachusetts
$257K -$3.38K -78 -1%
CIAS
100
CFS Investment Advisory Services
New Jersey
$244K -$10.9M -258,147 -98%