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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

134 hedge funds and large institutions have $523M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
78
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M
3
GM
3
GeoWealth Management
Illinois
$4.52M
4
SWM
4
SigFig Wealth Management
California
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$1.91M +$96.3K +2,248 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.91M -$2.03M -47,446 -52%
HGWM
28
Horst & Graben Wealth Management
Oregon
$1.89M +$69.4K +1,621 +4%
EH
29
Equitable Holdings
New York
$1.71M +$306K +7,135 +22%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.6M +$457K +10,673 +40%
JBA
31
Johnson Bixby & Associates
Washington
$1.56M +$206K +4,816 +15%
BAAM
32
Baker Avenue Asset Management
California
$1.51M +$9.08K +212 +0.6%
CAN
33
Cetera Advisor Networks
California
$1.46M +$30.1K +703 +2%
CAM
34
Clarity Asset Management
Iowa
$1.42M +$461K +10,753 +48%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.42M -$97.7K -2,282 -6%
SHJ
36
Sharkey, Howes & Javer
Colorado
$1.36M +$36.2K +845 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.21M +$325K +7,593 +37%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.14M +$9.81K +229 +0.9%
CHP
39
Cable Hill Partners
Oregon
$1.07M – – –
VHAM
40
Van Hulzen Asset Management
California
$1.05M +$83.6K +1,951 +9%
CA
41
Cetera Advisors
Colorado
$1.02M +$500K +11,676 +95%
SFP
42
Sandbox Financial Partners
Maryland
$959K +$263K +6,146 +38%
KAS
43
Kestra Advisory Services
Texas
$946K +$60.6K +1,414 +7%
UBS Group
44
UBS Group
Switzerland
$916K +$166K +3,868 +22%
AssetMark Inc
45
AssetMark Inc
California
$902K +$153K +3,579 +20%
LNC
46
Lincoln National Corp
Pennsylvania
$891K +$148K +3,448 +20%
Bank of America
47
Bank of America
North Carolina
$874K +$89.3K +2,084 +11%
MIS
48
Morningstar Investment Services
Illinois
$866K -$360K -8,396 -29%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$846K +$204K +4,770 +32%
SWP
50
Stratos Wealth Partners
Ohio
$795K +$24.1K +562 +3%
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