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iShares ESG Advanced Total USD Bond Market ETF

168 hedge funds and large institutions have $553M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
26
Increased
68
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$215M 4,952,117 -172,221 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.7M 1,284,730 -9,180 -0.7%
SWM
3
SigFig Wealth Management
California
$23.5M 543,320 +8,079 +2%
LPL Financial
4
LPL Financial
California
$20.6M 476,314 +48,809 +11%
I
5
IMPACTfolio
Colorado
$20M 462,133 +31,836 +7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$16.8M 387,181 +39,334 +11%
SI
7
Seeds Investor
New York
$16M 369,911 -4,015 -1%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$14.7M 339,288 -115,164 -25%
US Bancorp
9
US Bancorp
Minnesota
$11M 254,194 +64,621 +34%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$9.59M 221,583 +21,302 +11%
AF
11
Allworth Financial
California
$9.46M 219,639 +11,387 +5%
BRIA
12
Balanced Rock Investment Advisors
Massachusetts
$9.15M 211,135 -18,997 -8%
Jane Street
13
Jane Street
New York
$7.1M 163,855 +67,457 +70%
ASN
14
Advisory Services Network
Georgia
$6.75M 155,915 +3,018 +2%
Morgan Stanley
15
Morgan Stanley
New York
$6.33M 146,234 +140,667 +2,527%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.85M 111,919 +4,885 +5%
SA
17
Stewardship Advisors
Pennsylvania
$4.56M 105,239 +105,239 New
OWA
18
One Wealth Advisors
California
$4.14M 95,484 -8,175 -8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4.03M 93,590 -7,245 -7%
PWM
20
Perigon Wealth Management
California
$3.87M 89,339 +19,277 +28%
GM
21
GeoWealth Management
Illinois
$3.57M 82,389 +515 +0.6%
JPG
22
Jordan Park Group
California
$3.24M 74,749
PAS
23
Park Avenue Securities
New York
$3.08M 70,994 +1,659 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.07M 70,815 +682 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.43M 56,095 -132,090 -70%