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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
AI
2
Atria Investments
North Carolina
$8.6M
3
ACA
3
Affinity Capital Advisors
California
$3.74M
4
CHP
4
Cable Hill Partners
Oregon
$2.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$138M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.3M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$1.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$2M -$129K -3,041 -6%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$1.97M -$19.6K -460 -1%
PWM
28
Perigon Wealth Management
California
$1.96M +$1.68M +39,564 +616%
Prudential Financial
29
Prudential Financial
New Jersey
$1.96M -$123K -2,892 -6%
Betterment LLC
30
Betterment LLC
New York
$1.76M -$338K -7,932 -16%
SHJ
31
Sharkey, Howes & Javer
Colorado
$1.7M -$3.04M -71,479 -64%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.54M +$1.54M +36,157 New
EH
33
Equitable Holdings
New York
$1.52M +$43.8K +1,029 +3%
JBA
34
Johnson Bixby & Associates
Washington
$1.38M +$372K +8,730 +37%
Bank of America
35
Bank of America
North Carolina
$1.07M +$354K +8,315 +49%
MPW
36
MA Private Wealth
California
$1.05M +$24.3K +570 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.03M +$75.4K +1,771 +8%
DI
38
DFPG Investments
Utah
$1.03M -$113K -2,633 -10%
VHAM
39
Van Hulzen Asset Management
California
$965K – – –
AssetMark Inc
40
AssetMark Inc
California
$937K +$102K +2,402 +12%
CFG
41
Carr Financial Group
Massachusetts
$921K +$4.39K +103 +0.5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$899K +$13.6K +319 +2%
KAS
43
Kestra Advisory Services
Texas
$880K +$39.6K +929 +5%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$857K -$188K -4,414 -18%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$834K +$13.8K +323 +2%
UBS Group
46
UBS Group
Switzerland
$823K -$16.6K -391 -2%
VWA
47
VERITY Wealth Advisors
United States
$823K – – –
AWM
48
AE Wealth Management
Kansas
$772K +$66.5K +1,561 +9%
BCM
49
Brookstone Capital Management
Illinois
$760K +$545 +13 +0.1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$719K +$188K +4,409 +35%
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