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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

134 hedge funds and large institutions have $523M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
78
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M
3
GM
3
GeoWealth Management
Illinois
$4.52M
4
SWM
4
SigFig Wealth Management
California
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$209M 4,879,411 +277,219 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M 1,702,938 +151,954 +10%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$27M 631,524 -5,621 -0.9%
SWM
4
SigFig Wealth Management
California
$16.9M 394,349 +55,878 +17%
SI
5
Seeds Investor
New York
$16M 373,761 +38,581 +12%
I
6
IMPACTfolio
Colorado
$15.3M 358,029 +24,067 +7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$14.1M 329,496 +37,679 +13%
LPL Financial
8
LPL Financial
California
$11.9M 277,190 +27,590 +11%
BRIA
9
Balanced Rock Investment Advisors
Massachusetts
$8.86M 206,933 -4,512 -2%
US Bancorp
10
US Bancorp
Minnesota
$8.12M 189,573 – –
AF
11
Allworth Financial
California
$7.33M 171,221 +17,809 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.4M 149,415 -117,471 -44%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$6.33M 147,903 +28,004 +23%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.01M 140,248 +52,846 +60%
OWA
15
One Wealth Advisors
California
$5.73M 133,831 +5,732 +4%
ASN
16
Advisory Services Network
Georgia
$5.68M 132,546 -284 -0.2%
GM
17
GeoWealth Management
Illinois
$4.52M 105,607 +105,607 New
MML Investors Services
18
MML Investors Services
Massachusetts
$4.1M 95,619 +727 +0.8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4M 93,396 -2,332 -2%
PAS
20
Park Avenue Securities
New York
$3.43M 80,116 +7,293 +10%
FCG
21
Financial Connections Group
California
$3.13M 73,051 +14,015 +24%
AWS
22
Atria Wealth Solutions
New York
$2.78M 64,869 -1,966 -3%
PWM
23
Perigon Wealth Management
California
$2.61M 60,858 +4,247 +8%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$2.08M 48,536 +697 +1%
UCFA
25
United Capital Financial Advisors
Texas
$2M 46,639 +6,886 +17%
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