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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

131 hedge funds and large institutions have $514M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
67
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
SWM
4
SigFig Wealth Management
California
$12.3M
5
AF
5
Allworth Financial
California
$5.95M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$94.4M
2
BlackRock
2
BlackRock
New York
$185M
3
ACA
3
Affinity Capital Advisors
California
$0
4
OWA
4
One Wealth Advisors
California
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$185M 4,516,842 -93,695 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.4M 2,311,562 -932,818 -29%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$38.5M 941,645 +941,645 New
Osaic Holdings
4
Osaic Holdings
Arizona
$17.9M 437,796 +175,770 +67%
I
5
IMPACTfolio
Colorado
$14M 343,244 +12,759 +4%
SWM
6
SigFig Wealth Management
California
$12.3M 299,946 +74,024 +33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.1M 297,005 +297,005 New
LPL Financial
8
LPL Financial
California
$10.7M 261,304 +139,030 +114%
AI
9
Atria Investments
North Carolina
$9.85M 241,137 +39,173 +19%
AF
10
Allworth Financial
California
$5.95M 145,742 +42,398 +41%
MML Investors Services
11
MML Investors Services
Massachusetts
$5.68M 139,025 -15,169 -10%
ASN
12
Advisory Services Network
Georgia
$5.38M 131,775 -6,350 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.21M 127,594 +1,399 +1%
PAS
14
Park Avenue Securities
New York
$4.45M 108,931 -5,493 -5%
OWA
15
One Wealth Advisors
California
$4.4M 107,796 -74,135 -41%
Jane Street
16
Jane Street
New York
$4.39M 107,392 +29,952 +39%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$4.22M 103,362 +7,047 +7%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.99M 97,465 +21,702 +29%
AWS
19
Atria Wealth Solutions
New York
$3.69M 90,438 -2,689 -3%
FAAM
20
First Ascent Asset Management
Colorado
$3.43M 84,000 +9,008 +12%
NYLIM
21
New York Life Investment Management
New York
$2.5M 61,286 +9,924 +19%
PWM
22
Perigon Wealth Management
California
$2.48M 60,771 +14,783 +32%
HGWM
23
Horst & Graben Wealth Management
Oregon
$2.31M 56,662 +251 +0.4%
CHP
24
Cable Hill Partners
Oregon
$2.14M 52,479 -6,896 -12%
CAN
25
Cetera Advisor Networks
California
$2.11M 51,700 -3,622 -7%
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