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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

108 hedge funds and large institutions have $862M invested in iShares ESG Advanced Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
61
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
5L
2
55I LLC
Massachusetts
$22.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$407M
4
OWA
4
One Wealth Advisors
California
$13.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.37M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
CCG
2
Capital CS Group
California
$0
3
CHP
3
Cable Hill Partners
Oregon
$0
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$541K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$2.28M -$11K -237 -0.5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.25M -$154K -3,303 -6%
AWM
28
AE Wealth Management
Kansas
$2.21M -$245K -5,271 -10%
APW
29
Austin Private Wealth
Texas
$1.97M +$192K +4,129 +11%
VHAM
30
Van Hulzen Asset Management
California
$1.76M +$369K +7,930 +26%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M -$70.6K -1,518 -5%
FCG
32
Financial Connections Group
California
$1.35M +$64K +1,377 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.31M +$60K +1,292 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.28M +$6.23K +134 +0.5%
SB
35
Strategic Blueprint
Georgia
$1.25M -$77.2K -1,661 -6%
WA
36
Wealth Alliance
New York
$1.16M +$51.3K +1,104 +5%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.13M +$766K +16,695 +209%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.12M +$698K +15,015 +164%
CW
39
CreativeOne Wealth
Kansas
$1.07M +$246K +5,295 +30%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.04M +$67.6K +1,454 +7%
TI
41
tru Independence
Oregon
$1.01M +$440K +9,472 +77%
KFSC
42
Keystone Financial Services (Colorado)
Colorado
$926K +$188K +4,247 +25%
VWM
43
Venturi Wealth Management
Texas
$912K +$88.4K +1,901 +11%
CFD
44
Creative Financial Designs
Indiana
$907K +$6.83K +147 +0.8%
AG
45
Ascent Group
Virginia
$903K -$222K -4,774 -20%
SPIA
46
Steward Partners Investment Advisory
New York
$886K +$139K +2,982 +19%
SWA
47
Stratos Wealth Advisors
Ohio
$786K +$175K +3,764 +29%
GIA
48
Goodwin Investment Advisory
Georgia
$772K +$70.9K +1,527 +10%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$747K -$298K -6,410 -28%
SPAS
50
Spectrum Planning & Advisory Services
California
$725K -$23.5K -505 -3%
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