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iShares ESG Advanced Total USD Bond Market ETF
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Overview Fund Activity

171 hedge funds and large institutions have $589M invested in iShares ESG Advanced Total USD Bond Market ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
88
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.5M
2
BlackRock
BlackRock
New York
$227M
3
LPL Financial
LPL Financial
California
$26.9M
4
DRP
Decker Retirement Planning
Utah
$3M
5
IFWM
Institute for Wealth Management
Colorado
$2.01M

Top Sellers

1
BRIA
Balanced Rock Investment Advisors
Massachusetts
$2.93M
2
Jane Street
Jane Street
New York
$1.39M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$492K
4
SI
Seeds Investor
New York
$14.4M
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$227M +$11.7M +267,776 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$69.5M +$13.6M +311,888 +24%
LPL Financial
3
LPL Financial
California
$26.9M +$6.14M +141,002 +30%
SWM
4
SigFig Wealth Management
California
$24.6M +$995K +22,923 +4%
I
5
IMPACTfolio
Colorado
$20.9M +$731K +16,791 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$17.2M +$372K +8,532 +2%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$15.9M +$1.14M +26,089 +8%
SI
8
Seeds Investor
New York
$14.4M -$1.72M -39,417 -11%
US Bancorp
9
US Bancorp
Minnesota
$11.2M +$147K +3,364 +1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$11.2M +$1.55M +35,612 +16%
AF
11
Allworth Financial
California
$9.81M +$240K +5,516 +3%
ASN
12
Advisory Services Network
Georgia
$6.88M +$123K +2,844 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.41M +$1.54M +35,352 +32%
Morgan Stanley
14
Morgan Stanley
New York
$6.17M -$197K -4,532 -3%
OWA
15
One Wealth Advisors
California
$4.56M +$402K +9,235 +10%
SA
16
Stewardship Advisors
Pennsylvania
$4.44M -$140K -3,222 -3%
PAS
17
Park Avenue Securities
New York
$4.3M +$1.21M +27,698 +39%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.86M +$778K +17,870 +25%
PWM
19
Perigon Wealth Management
California
$3.85M -$36.7K -843 -0.9%
GM
20
GeoWealth Management
Illinois
$3.16M -$432K -9,911 -12%
DRP
21
Decker Retirement Planning
Utah
$3M +$2.99M +68,767 +47,426%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$2.93M -$6.27M -143,929 -68%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.76M +$359K +8,380 +15%
JPG
24
Jordan Park Group
California
$2.76M -$500K -11,478 -15%
RCS
25
Retirement Capital Strategies
California
$2.64M +$435K +9,987 +20%
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