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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 %
BlackRock
1
BlackRock
New York
$196M +$4.48M +103,592 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M -$196M -4,537,331 -59%
I
3
IMPACTfolio
Colorado
$14.6M +$525K +12,141 +4%
Jane Street
4
Jane Street
New York
$12.2M +$3.32M +76,838 +37%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.4M -$14.7M -340,344 -56%
OWA
6
One Wealth Advisors
California
$8.03M -$3.95M -91,439 -33%
SWM
7
SigFig Wealth Management
California
$7.98M +$538K +12,445 +7%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.46M -$9.03M -208,967 -58%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.45M -$6.51M -150,691 -54%
AI
10
Atria Investments
North Carolina
$5.42M +$3M +69,451 +124%
ASN
11
Advisory Services Network
Georgia
$5.09M -$2.9M -67,056 -36%
SHJ
12
Sharkey, Howes & Javer
Colorado
$4.82M -$1.99M -45,919 -29%
PAS
13
Park Avenue Securities
New York
$4.71M -$10.6M -246,125 -69%
LPL Financial
14
LPL Financial
California
$4.33M -$1.09M -25,165 -20%
AWS
15
Atria Wealth Solutions
New York
$4.02M -$3.38M -78,203 -46%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.93M +$516K +11,925 +15%
AF
17
Allworth Financial
California
$3.44M +$743K +17,183 +28%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.78M -$936K -21,714 -25%
FAAM
19
First Ascent Asset Management
Colorado
$2.58M +$563K +13,022 +28%
HGWM
20
Horst & Graben Wealth Management
Oregon
$2.37M -$3.01M -69,565 -56%
CAN
21
Cetera Advisor Networks
California
$2.25M -$1.55M -35,825 -41%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.23M -$1.51M -34,901 -40%
WP
23
WealthSource Partners
California
$2.16M -$2.12M -48,940 -50%
Betterment LLC
24
Betterment LLC
New York
$2.13M +$105K +2,435 +5%
Prudential Financial
25
Prudential Financial
New Jersey
$2.11M -$2.65M -61,405 -56%