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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

163 hedge funds and large institutions have $580M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
56
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$37.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.67M
3
BlackRock
3
BlackRock
New York
$218M
4
LPL Financial
4
LPL Financial
California
$18.2M
5
Jane Street
5
Jane Street
New York
$4.09M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$19.3M
3
GM
3
GeoWealth Management
Illinois
$3.48M
4
RCS
4
Retirement Capital Strategies
California
$7.87M
5
MIS
5
Morningstar Investment Services
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$218M 5,124,338 +74,158 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55M 1,293,910 -536,132 -29%
EP
3
Essential Planning
New Hampshire
$37.9M 877,100 +863,546 +6,371%
SWM
4
SigFig Wealth Management
California
$22.8M 535,241 +29,643 +6%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$19.3M 454,452 -207,399 -31%
I
6
IMPACTfolio
Colorado
$18.3M 430,297 +21,727 +5%
LPL Financial
7
LPL Financial
California
$18.2M 427,505 +44,825 +12%
SI
8
Seeds Investor
New York
$15.9M 373,926 +7,823 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$14.8M 347,847 -17,808 -5%
BRIA
10
Balanced Rock Investment Advisors
Massachusetts
$9.78M 230,132 +4,806 +2%
AF
11
Allworth Financial
California
$8.87M 208,252 +21,651 +12%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$8.51M 200,281 +20,385 +11%
US Bancorp
13
US Bancorp
Minnesota
$8.05M 189,573 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$7.99M 188,185 +13,494 +8%
RCS
15
Retirement Capital Strategies
California
$7.87M 185,256 -53,863 -23%
Citadel Advisors
16
Citadel Advisors
Florida
$6.67M 157,035 +152,112 +3,090%
ASN
17
Advisory Services Network
Georgia
$6.5M 152,897 +2,808 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.55M 107,034 -35,523 -25%
OWA
19
One Wealth Advisors
California
$4.4M 103,659 -28,343 -21%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.33M 100,835 -5,472 -5%
Jane Street
21
Jane Street
New York
$4.09M 96,398 +39,908 +71%
GM
22
GeoWealth Management
Illinois
$3.48M 81,874 -56,568 -41%
JPG
23
Jordan Park Group
California
$3.18M 74,749 – –
MML Investors Services
24
MML Investors Services
Massachusetts
$2.98M 70,133 -23,951 -25%
PWM
25
Perigon Wealth Management
California
$2.98M 70,062 -9,254 -12%
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