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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

129 hedge funds and large institutions have $500M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-12
Holders Change %
-8.51%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
71
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
Jane Street
2
Jane Street
New York
$12.2M
3
AI
3
Atria Investments
North Carolina
$5.42M
4
BPA
4
Beacon Pointe Advisors
California
$1.3M
5
DI
5
DFPG Investments
Utah
$1.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
PAS
3
Park Avenue Securities
New York
$4.71M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.46M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
26
Leonard Rickey Investment Advisors
Washington
$2.02M +$2.72K +63 +0.1%
FCG
27
Financial Connections Group
California
$1.79M +$40.7K +942 +2%
EH
28
Equitable Holdings
New York
$1.5M -$1.85M -42,882 -55%
Citadel Advisors
29
Citadel Advisors
Florida
$1.47M +$1.06M +24,434 +257%
BPA
30
Beacon Pointe Advisors
California
$1.3M +$1.3M +30,091 New
NYLIM
31
New York Life Investment Management
New York
$1.18M +$70K +1,619 +6%
DI
32
DFPG Investments
Utah
$1.15M +$1.15M +26,693 New
PP
33
Prudential plc
United Kingdom
$1.08M – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$189K -4,375 -15%
MPW
35
MA Private Wealth
California
$1.04M +$404K +9,355 +64%
JBA
36
Johnson Bixby & Associates
Washington
$1.02M -$7.35K -170 -0.7%
VHAM
37
Van Hulzen Asset Management
California
$980K -$679K -15,688 -41%
CFG
38
Carr Financial Group
Massachusetts
$931K -$30.9K -715 -3%
UCFA
39
United Capital Financial Advisors
Texas
$916K +$41.6K +963 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$900K -$1.4M -32,486 -61%
KAS
41
Kestra Advisory Services
Texas
$854K -$3.1M -71,750 -78%
UBS Group
42
UBS Group
Switzerland
$852K +$399K +9,234 +88%
AssetMark Inc
43
AssetMark Inc
California
$847K -$1.05M -24,289 -55%
VWA
44
VERITY Wealth Advisors
United States
$835K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$832K +$334K +7,717 +67%
BCM
46
Brookstone Capital Management
Illinois
$777K -$73.8K -1,719 -9%
Bank of America
47
Bank of America
North Carolina
$732K -$6.1K -141 -0.8%
AWM
48
AE Wealth Management
Kansas
$716K -$1.01M -23,435 -59%
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$716K -$34K -788 -5%
BAAM
50
Baker Avenue Asset Management
California
$707K – – –
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