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iShares ESG Advanced Total USD Bond Market ETF

129 hedge funds and large institutions have $500M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-12
Holders Change %
-8.51%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
71
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$347K +$298K +6,884 +606%
WA
77
Wealth Alliance
New York
$343K -$567K -13,125 -62%
VWM
78
Venturi Wealth Management
Texas
$342K -$446K -10,328 -57%
T
79
TCWP
Ohio
$342K -$472K -10,923 -58%
MOS
80
MGO One Seven
Ohio
$342K +$342K +7,906 New
BCWM
81
Bartlett & Co Wealth Management
Ohio
$337K -$18.4K -426 -5%
BC
82
Bartlett & Co
Ohio
$337K -$18.4K -426 -5%
IFWM
83
Institute for Wealth Management
Colorado
$291K -$432 -10 -0.1%
DFA
84
DHK Financial Advisors
New Hampshire
$290K -$30.9K -715 -10%
WS
85
Wedbush Securities
California
$289K -$307K -7,101 -52%
PWM
86
Perigon Wealth Management
California
$278K -$41.8K -968 -13%
SB
87
Strategic Blueprint
Georgia
$278K -$413K -9,546 -60%
FHA
88
First Horizon Advisors
Tennessee
$274K -$230K -5,321 -46%
OL
89
Optas LLC
Texas
$271K +$271K +6,267 New
OPS
90
Orion Portfolio Solutions
Nebraska
$270K -$319K -7,389 -54%
BCI
91
Brinker Capital Investments
Pennsylvania
$270K +$270K +6,239 New
TWP
92
Tempus Wealth Planning
California
$260K -$23.1K -535 -8%
Stifel Financial
93
Stifel Financial
Missouri
$251K -$253K -5,848 -50%
BFG
94
Beacon Financial Group
Texas
$236K -$294K -6,775 -55%
VNA
95
Valley National Advisers
Pennsylvania
$235K +$106K +2,444 +81%
BAM
96
Baldrige Asset Management
Pennsylvania
$223K +$953 +22 +0.4%
NL
97
NWAM LLC
Washington
$223K
LNC
98
Lincoln National Corp
Pennsylvania
$220K +$220K +5,094 New
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$201K -$44K -1,017 -18%
GIA
100
Goodwin Investment Advisory
Georgia
$127K -$484K -11,196 -79%