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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

138 hedge funds and large institutions have $506M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
35
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$8.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.98M
3
BlackRock
3
BlackRock
New York
$199M
4
SWM
4
SigFig Wealth Management
California
$14.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.72M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.1M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$27.6M
3
AI
3
Atria Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
Jane Street
5
Jane Street
New York
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
26
Horst & Graben Wealth Management
Oregon
$1.84M -$608K -14,063 -25%
Betterment LLC
27
Betterment LLC
New York
$1.83M +$54.2K +1,254 +3%
OPS
28
Orion Portfolio Solutions
Nebraska
$1.82M +$532K +12,382 +41%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.82M +$532K +12,382 +41%
UCFA
30
United Capital Financial Advisors
Texas
$1.72M +$1.37M +31,620 +389%
Jane Street
31
Jane Street
New York
$1.69M -$2.96M -68,416 -64%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.53M -$655K -15,129 -30%
BAAM
33
Baker Avenue Asset Management
California
$1.52M +$97.2K +2,248 +7%
CAN
34
Cetera Advisor Networks
California
$1.44M -$793K -18,338 -35%
EH
35
Equitable Holdings
New York
$1.42M -$206K -4,765 -13%
WP
36
WealthSource Partners
California
$1.38M -$783K -18,103 -36%
JBA
37
Johnson Bixby & Associates
Washington
$1.37M -$25.6K -592 -2%
SHJ
38
Sharkey, Howes & Javer
Colorado
$1.33M -$635K -14,676 -32%
NYLIM
39
New York Life Investment Management
New York
$1.26M -$1.39M -32,095 -52%
MIS
40
Morningstar Investment Services
Illinois
$1.24M +$619K +14,283 +100%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.16M -$20.3K -469 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.14M -$125K -2,891 -10%
CHP
43
Cable Hill Partners
Oregon
$1.07M -$1.19M -27,655 -53%
VHAM
44
Van Hulzen Asset Management
California
$980K – – –
CAM
45
Clarity Asset Management
Iowa
$974K +$974K +22,508 New
CFG
46
Carr Financial Group
Massachusetts
$971K +$21.8K +503 +2%
KAS
47
Kestra Advisory Services
Texas
$894K +$11.3K +261 +1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$892K +$182K +4,209 +26%
Bank of America
49
Bank of America
North Carolina
$792K +$52.2K +1,207 +7%
SWP
50
Stratos Wealth Partners
Ohio
$778K +$140K +3,229 +22%
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