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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
PAS
4
Park Avenue Securities
New York
$12.5M
5
LPL Financial
5
LPL Financial
California
$5.16M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$0
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$1.25M +$638K +12,877 +105%
FAAM
27
First Ascent Asset Management
Colorado
$1.19M +$1.19M +23,897 New
AWM
28
AE Wealth Management
Kansas
$1.09M +$540K +10,886 +98%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.08M +$386K +7,786 +56%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.07M +$304K +6,132 +40%
SB
31
Strategic Blueprint
Georgia
$1.01M +$335K +6,761 +50%
CCG
32
Capital CS Group
California
$989K -$1.69K -34 -0.2%
WA
33
Wealth Alliance
New York
$980K +$216K +4,347 +28%
CHP
34
Cable Hill Partners
Oregon
$972K +$972K +19,608 New
CFD
35
Creative Financial Designs
Indiana
$931K +$296K +5,974 +47%
Citadel Advisors
36
Citadel Advisors
Florida
$812K +$812K +16,375 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$783K +$783K +15,795 New
GIA
38
Goodwin Investment Advisory
Georgia
$780K +$647K +13,050 +487%
WS
39
Wedbush Securities
California
$734K +$141K +2,835 +24%
SPIA
40
Steward Partners Investment Advisory
New York
$726K +$216K +4,357 +42%
SPAS
41
Spectrum Planning & Advisory Services
California
$651K +$169K +3,411 +35%
NAG
42
Northstar Advisory Group
New Jersey
$651K +$651K +13,137 New
VWM
43
Venturi Wealth Management
Texas
$613K +$613K +12,355 New
TI
44
tru Independence
Oregon
$611K – – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$576K +$37K +746 +7%
NL
46
NWAM LLC
Washington
$528K +$1.44K +29 +0.3%
ASN
47
Advisory Services Network
Georgia
$526K +$88.5K +1,782 +20%
TCA
48
Transcend Capital Advisors
New Jersey
$510K +$262K +5,312 +106%
Stifel Financial
49
Stifel Financial
Missouri
$482K -$9.96K -201 -2%
FHA
50
First Horizon Advisors
Tennessee
$458K +$404K +8,173 +755%
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