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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

53 hedge funds and large institutions have $223M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+23
Holders Change %
+76.67%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
20
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15.8M
3
5L
3
55I LLC
Massachusetts
$5.96M
4
PAS
4
Park Avenue Securities
New York
$5.21M
5
EH
5
Equitable Holdings
New York
$2.55M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.92M
2
FI
2
FormulaFolio Investments
Michigan
$0
3
CRWM
3
Castle Rock Wealth Management
California
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M 3,082,701 +1,169,195 +61%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.8M 322,515 +133,856 +71%
5L
3
55I LLC
Massachusetts
$5.96M 121,641 +61,326 +102%
MML Investors Services
4
MML Investors Services
Massachusetts
$5.67M 115,543 +48,721 +73%
PAS
5
Park Avenue Securities
New York
$5.21M 106,300 +54,244 +104%
BlackRock
6
BlackRock
New York
$3.92M 80,000 -320,000 -80%
WP
7
WealthSource Partners
California
$3.59M 73,247 +19,533 +36%
OWA
8
One Wealth Advisors
California
$3.26M 66,395 +33,975 +105%
Citadel Advisors
9
Citadel Advisors
Florida
$3.09M 62,960 +35,939 +133%
HGWM
10
Horst & Graben Wealth Management
Oregon
$2.99M 60,874 +33,471 +122%
EH
11
Equitable Holdings
New York
$2.55M 52,076 +52,076 New
BCM
12
Brookstone Capital Management
Illinois
$1.99M 40,638 +8,573 +27%
Prudential Financial
13
Prudential Financial
New Jersey
$1.45M 29,585 +17,161 +138%
SHJ
14
Sharkey, Howes & Javer
Colorado
$1.39M 28,390 +14,303 +102%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.39M 7,385 +7,385 New
LPL Financial
16
LPL Financial
California
$1.1M 22,485 +22,485 New
NL
17
NWAM LLC
Washington
$1.09M 22,284 +22,284 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M 21,815 +2,044 +10%
LRIA
19
Leonard Rickey Investment Advisors
Washington
$944K 19,250 +19,250 New
VHAM
20
Van Hulzen Asset Management
California
$862K 17,588 +17,588 New
FTUS
21
Flow Traders U.S.
New York
$757K 15,433 -732 -5%
APW
22
Austin Private Wealth
Texas
$646K 13,166 +2,163 +20%
TI
23
tru Independence
Oregon
$609K 12,358 +12,358 New
CFD
24
Creative Financial Designs
Indiana
$516K 10,521 +6,107 +138%
SPIA
25
Steward Partners Investment Advisory
New York
$504K 10,282 +4,526 +79%
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