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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

131 hedge funds and large institutions have $514M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
67
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
SWM
4
SigFig Wealth Management
California
$12.3M
5
AF
5
Allworth Financial
California
$5.95M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$94.4M
2
BlackRock
2
BlackRock
New York
$185M
3
ACA
3
Affinity Capital Advisors
California
$0
4
OWA
4
One Wealth Advisors
California
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
26
Financial Connections Group
California
$2.1M +$41K +1,003 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.07M -$1.27K -31 -0.1%
OMC
28
Old Mission Capital
Illinois
$2.05M +$1.6M +39,111 +350%
WP
29
WealthSource Partners
California
$2.04M +$128K +3,125 +7%
LRIA
30
Leonard Rickey Investment Advisors
Washington
$1.92M +$26.4K +646 +1%
SHJ
31
Sharkey, Howes & Javer
Colorado
$1.86M +$223K +5,465 +14%
Betterment LLC
32
Betterment LLC
New York
$1.68M -$13.2K -323 -0.8%
Prudential Financial
33
Prudential Financial
New Jersey
$1.62M -$252K -6,159 -13%
EH
34
Equitable Holdings
New York
$1.54M +$77.1K +1,888 +5%
BAAM
35
Baker Avenue Asset Management
California
$1.34M +$661K +16,169 +97%
JBA
36
Johnson Bixby & Associates
Washington
$1.31M -$5.35K -131 -0.4%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.22M +$959K +23,480 +366%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.22M +$959K +23,480 +366%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.19M +$204K +4,994 +21%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.11M +$249K +6,099 +29%
MPW
41
MA Private Wealth
California
$1.01M – – –
AssetMark Inc
42
AssetMark Inc
California
$997K +$97.7K +2,391 +11%
VHAM
43
Van Hulzen Asset Management
California
$926K – – –
CFG
44
Carr Financial Group
Massachusetts
$900K +$12.3K +299 +1%
LNC
45
Lincoln National Corp
Pennsylvania
$852K +$172K +4,204 +25%
KAS
46
Kestra Advisory Services
Texas
$834K -$10.6K -260 -1%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$825K +$2.86K +70 +0.3%
UBS Group
48
UBS Group
Switzerland
$796K +$6.74K +165 +0.9%
VWA
49
VERITY Wealth Advisors
United States
$789K – – –
DI
50
DFPG Investments
Utah
$738K -$248K -6,045 -25%
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