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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

140 hedge funds and large institutions have $530M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$212M
2
Jane Street
2
Jane Street
New York
$2.64M
3
OMC
3
Old Mission Capital
Illinois
$2.8M
4
SWM
4
SigFig Wealth Management
California
$19M
5
I
5
IMPACTfolio
Colorado
$17.2M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
FCG
2
Financial Connections Group
California
$917K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$405K
4
CAM
4
Clarity Asset Management
Iowa
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$212M 4,975,806 +96,395 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.7M 1,707,650 +4,712 +0.3%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$26.7M 626,658 -4,866 -0.8%
SWM
4
SigFig Wealth Management
California
$19M 446,030 +51,681 +13%
I
5
IMPACTfolio
Colorado
$17.2M 403,162 +45,133 +13%
SI
6
Seeds Investor
New York
$16.1M 377,347 +3,586 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$15M 352,160 +22,664 +7%
LPL Financial
8
LPL Financial
California
$13.4M 314,980 +37,790 +14%
BRIA
9
Balanced Rock Investment Advisors
Massachusetts
$9.03M 212,108 +5,175 +3%
US Bancorp
10
US Bancorp
Minnesota
$8.07M 189,573 – –
AF
11
Allworth Financial
California
$7.85M 182,723 +11,502 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.65M 179,672 +30,257 +20%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$6.87M 161,506 +13,603 +9%
ASN
14
Advisory Services Network
Georgia
$6.39M 150,089 +17,543 +13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.94M 139,608 -640 -0.5%
GM
16
GeoWealth Management
Illinois
$5.04M 118,398 +12,791 +12%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4M 93,925 +529 +0.6%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.89M 91,331 -4,288 -4%
PAS
19
Park Avenue Securities
New York
$3.36M 78,907 -1,209 -2%
OMC
20
Old Mission Capital
Illinois
$2.8M 65,812 +59,474 +938%
PWM
21
Perigon Wealth Management
California
$2.78M 65,369 +4,511 +7%
Jane Street
22
Jane Street
New York
$2.64M 62,013 +62,013 New
AWS
23
Atria Wealth Solutions
New York
$2.52M 59,226 -5,643 -9%
HGWM
24
Horst & Graben Wealth Management
Oregon
$2.12M 49,884 +5,664 +13%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$2.09M 49,047 +511 +1%
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