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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

70 hedge funds and large institutions have $305M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$206M
2
5L
2
55I LLC
Massachusetts
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$19.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$8.6M
5
KFS
5
Kelly Financial Services
Massachusetts
$2.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
NL
3
NWAM LLC
Washington
$528K
4
FTUS
4
Flow Traders U.S.
New York
$732K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$732K -$35.2K -708 -5%
KAS
27
Kestra Advisory Services
Texas
$703K +$365K +7,344 +108%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$693K +$259K +5,223 +60%
APW
29
Austin Private Wealth
Texas
$680K +$25.7K +517 +4%
SB
30
Strategic Blueprint
Georgia
$674K +$218K +4,387 +48%
CFD
31
Creative Financial Designs
Indiana
$637K +$114K +2,286 +22%
TI
32
tru Independence
Oregon
$614K – – –
SWM
33
SigFig Wealth Management
California
$610K +$327K +6,576 +115%
WS
34
Wedbush Securities
California
$595K +$139K +2,792 +30%
AWM
35
AE Wealth Management
Kansas
$551K +$551K +11,077 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$540K +$540K +10,866 New
NL
37
NWAM LLC
Washington
$528K -$580K -11,665 -52%
SPIA
38
Steward Partners Investment Advisory
New York
$511K +$348 +7 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$507K +$507K +10,202 New
Stifel Financial
40
Stifel Financial
Missouri
$493K +$172K +3,467 +54%
CIAS
41
Capital Investment Advisory Services
North Carolina
$490K +$21.5K +432 +5%
SPAS
42
Spectrum Planning & Advisory Services
California
$483K +$52.4K +1,055 +12%
ASN
43
Advisory Services Network
Georgia
$438K +$223K +4,491 +104%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$313K – – –
RIA
45
Regal Investment Advisors
Michigan
$286K +$286K +5,757 New
NCM
46
Northwest Capital Management
Oregon
$281K +$281K +5,599 New
TCA
47
Transcend Capital Advisors
New Jersey
$251K +$32.7K +654 +15%
OPS
48
Orion Portfolio Solutions
Nebraska
$244K +$244K +4,908 New
BRWA
49
B. Riley Wealth Advisors
Florida
$243K +$243K +4,875 New
CW
50
CreativeOne Wealth
Kansas
$226K +$226K +4,556 New
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