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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

110 hedge funds and large institutions have $659M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+26
Holders Change %
+30.95%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
33
Increased
63
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$426M
2
I
2
IMPACTfolio
Colorado
$14.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$36.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$19M
5
Jane Street
5
Jane Street
New York
$5.44M

Top Sellers

1
NAG
1
Northstar Advisory Group
New Jersey
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$297K
3
NCM
3
Northwest Capital Management
Oregon
$0
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
CFG
5
Cooper Financial Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$426M 8,609,052 +2,030,486 +31%
Osaic Holdings
2
Osaic Holdings
Arizona
$36.8M 744,221 +114,732 +18%
MML Investors Services
3
MML Investors Services
Massachusetts
$19M 383,912 +105,660 +38%
5L
4
55I LLC
Massachusetts
$16.7M 337,512 +71,961 +27%
PAS
5
Park Avenue Securities
New York
$15.8M 319,720 +68,031 +27%
I
6
IMPACTfolio
Colorado
$14.9M 301,675 +301,675 New
OWA
7
One Wealth Advisors
California
$8.89M 179,885 +33,549 +23%
WP
8
WealthSource Partners
California
$6.94M 140,353 +24,853 +22%
SHJ
9
Sharkey, Howes & Javer
Colorado
$6.84M 138,274 +82,532 +148%
Prudential Financial
10
Prudential Financial
New Jersey
$6.77M 136,577 +55,791 +69%
LPL Financial
11
LPL Financial
California
$6.29M 127,170 +23,032 +22%
Jane Street
12
Jane Street
New York
$5.44M 110,079 +84,346 +328%
HGWM
13
Horst & Graben Wealth Management
Oregon
$5.3M 107,189 +13,493 +14%
EH
14
Equitable Holdings
New York
$4.66M 94,283 +34,460 +58%
OMC
15
Old Mission Capital
Illinois
$4.25M 85,995 +54,790 +176%
BCM
16
Brookstone Capital Management
Illinois
$3.2M 65,642 +6,343 +11%
CCG
17
Capital CS Group
California
$3.09M 62,484 +42,580 +214%
KAS
18
Kestra Advisory Services
Texas
$2.86M 57,903 +19,019 +49%
OLVIG
19
Oliver Lagore Vanvalin Investment Group
Michigan
$2.63M 53,240 +53,240 New
AWM
20
AE Wealth Management
Kansas
$2.62M 52,885 +30,922 +141%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.56M 51,758 +9,563 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.54M 51,304 +22,866 +80%
LRIA
23
Leonard Rickey Investment Advisors
Washington
$2.52M 51,060 +1,956 +4%
Betterment LLC
24
Betterment LLC
New York
$2.44M 49,312 +1,505 +3%
RCS
25
Retirement Capital Strategies
California
$2.13M 43,055 +43,055 New
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