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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

138 hedge funds and large institutions have $506M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
35
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$8.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.98M
3
BlackRock
3
BlackRock
New York
$199M
4
SWM
4
SigFig Wealth Management
California
$14.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.72M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.1M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$27.6M
3
AI
3
Atria Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
Jane Street
5
Jane Street
New York
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$199M 4,602,192 +85,350 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.1M 1,550,984 -760,578 -33%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$27.6M 637,145 -304,500 -32%
SWM
4
SigFig Wealth Management
California
$14.6M 338,471 +38,525 +13%
SI
5
Seeds Investor
New York
$14.5M 335,180 +335,180 New
I
6
IMPACTfolio
Colorado
$14.4M 333,962 -9,282 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.6M 291,817 -5,188 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.5M 266,886 -170,910 -39%
LPL Financial
9
LPL Financial
California
$10.8M 249,600 -11,704 -4%
BRIA
10
Balanced Rock Investment Advisors
Massachusetts
$9.15M 211,445 +211,445 New
US Bancorp
11
US Bancorp
Minnesota
$8.2M 189,573 +189,573 New
AF
12
Allworth Financial
California
$6.64M 153,412 +7,670 +5%
ASN
13
Advisory Services Network
Georgia
$5.75M 132,830 +1,055 +0.8%
OWA
14
One Wealth Advisors
California
$5.54M 128,099 +20,303 +19%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$5.19M 119,899 +16,537 +16%
FAAM
16
First Ascent Asset Management
Colorado
$4.32M 99,817 +15,817 +19%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.14M 95,728 -1,737 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.11M 94,892 -44,133 -32%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.98M 92,023 +92,023 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.78M 87,402 -40,192 -31%
PAS
21
Park Avenue Securities
New York
$3.15M 72,823 -36,108 -33%
AWS
22
Atria Wealth Solutions
New York
$2.89M 66,835 -23,603 -26%
FCG
23
Financial Connections Group
California
$2.55M 59,036 +7,535 +15%
PWM
24
Perigon Wealth Management
California
$2.45M 56,611 -4,160 -7%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$2.07M 47,839 +940 +2%
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