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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 %
FCA
101
FinTrust Capital Advisors
South Carolina
$91.1K
AIP
102
Ameritas Investment Partners
Nebraska
$80.7K +$86 +2 +0.1%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$77.7K -$72.9K -1,687 -48%
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$75.1K
SWM
105
Sugarloaf Wealth Management
Georgia
$71.1K -$193K -4,459 -73%
CAL
106
Capital Analysts LLC
Pennsylvania
$54K -$113K -2,621 -68%
Morgan Stanley
107
Morgan Stanley
New York
$51.2K
BAM
108
Belpointe Asset Management
Nevada
$44.4K -$17.9K -413 -29%
Wells Fargo
109
Wells Fargo
California
$39.6K -$234K -5,406 -86%
OLVIG
110
Oliver Lagore Vanvalin Investment Group
Michigan
$36.5K -$210K -4,854 -85%
CFGS
111
Concourse Financial Group Securities
Alabama
$36.1K +$36.1K +835 New
GWSG
112
GPS Wealth Strategies Group
Colorado
$33.8K +$33.8K +781 New
Franklin Resources
113
Franklin Resources
California
$31.4K +$994 +23 +3%
CFO
114
CVA Family Office
Colorado
$26K
HI
115
Harbour Investments
Wisconsin
$24.5K +$11.2K +260 +85%
AAS
116
Ameritas Advisory Services
Nebraska
$22.9K +$22.9K +529 New
CWA
117
Clearview Wealth Advisors
Oregon
$16.4K -$4.5K -104 -22%
APC
118
Aspire Private Capital
North Carolina
$15.3K -$18.9K -438 -55%
GFPC
119
Global Financial Private Client
Florida
$11.4K
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$10.5K
AF
121
Advisornet Financial
Minnesota
$9.47K -$547K -12,664 -98%
FCA
122
Fortis Capital Advisors
Kansas
$4.15K
SWM
123
Spire Wealth Management
Virginia
$4.15K +$4.15K +96 New
BC
124
Barrett & Company
Rhode Island
$3.03K
LFG
125
Larson Financial Group
Missouri
$1.69K +$1.69K +39 New