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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
PAS
4
Park Avenue Securities
New York
$12.5M
5
LPL Financial
5
LPL Financial
California
$5.16M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$0
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$452K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M 6,578,566 +2,427,624 +58%
Osaic Holdings
2
Osaic Holdings
Arizona
$31.2M 629,489 +243,575 +63%
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M 278,252 +105,283 +61%
5L
4
55I LLC
Massachusetts
$13.2M 265,551 +66,824 +34%
PAS
5
Park Avenue Securities
New York
$12.5M 251,689 +100,805 +67%
OWA
6
One Wealth Advisors
California
$7.26M 146,336 +39,015 +36%
WP
7
WealthSource Partners
California
$5.73M 115,500 +31,572 +38%
LPL Financial
8
LPL Financial
California
$5.16M 104,138 +67,510 +184%
HGWM
9
Horst & Graben Wealth Management
Oregon
$4.65M 93,696 +28,319 +43%
Prudential Financial
10
Prudential Financial
New Jersey
$4.04M 80,786 +31,104 +63%
EH
11
Equitable Holdings
New York
$2.97M 59,823 +4,831 +9%
BCM
12
Brookstone Capital Management
Illinois
$2.94M 59,299 +3,637 +7%
SHJ
13
Sharkey, Howes & Javer
Colorado
$2.76M 55,742 +17,920 +47%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$2.44M 49,104 +2,908 +6%
Betterment LLC
15
Betterment LLC
New York
$2.37M 47,807 +18,689 +64%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.28M 8,372 +987 +13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.09M 42,195 +11,628 +38%
KAS
18
Kestra Advisory Services
Texas
$1.93M 38,884 +24,750 +175%
OMC
19
Old Mission Capital
Illinois
$1.55M 31,205 +31,205 New
BAAM
20
Baker Avenue Asset Management
California
$1.5M 30,302 +30,302 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.41M 28,438 +18,236 +179%
APW
22
Austin Private Wealth
Texas
$1.39M 28,090 +14,407 +105%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M 27,427 +3,237 +13%
Jane Street
24
Jane Street
New York
$1.28M 25,733 +452 +2%
VHAM
25
Van Hulzen Asset Management
California
$1.25M 25,208 +7,620 +43%
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