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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$10.6M
2
OWA
2
One Wealth Advisors
California
$5.85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$81.1M
4
JPG
4
Jordan Park Group
California
$3.31M
5
BlackRock
5
BlackRock
New York
$224M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$1.42M
4
SI
4
Seeds Investor
New York
$16.2M
5
CHP
5
Cable Hill Partners
Oregon
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
26
Horst & Graben Wealth Management
Oregon
$2.39M +$185K +4,171 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.26M +$321K +7,255 +17%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$2.16M -$10.2K -231 -0.5%
UCFA
29
United Capital Financial Advisors
Texas
$2.09M -$10.4K -235 -0.5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.91M +$143K +3,235 +8%
BAAM
31
Baker Avenue Asset Management
California
$1.89M +$328K +7,411 +21%
EH
32
Equitable Holdings
New York
$1.87M +$10.4K +234 +0.6%
MIS
33
Morningstar Investment Services
Illinois
$1.75M +$297K +6,693 +21%
CAM
34
Clarity Asset Management
Iowa
$1.57M +$1.57M +35,549 New
Betterment LLC
35
Betterment LLC
New York
$1.53M -$7.89K -178 -0.5%
SHJ
36
Sharkey, Howes & Javer
Colorado
$1.49M +$32.1K +725 +2%
OIA
37
OneDigital Investment Advisors
Kansas
$1.42M -$551K -12,432 -28%
JBA
38
Johnson Bixby & Associates
Washington
$1.3M -$185K -4,185 -12%
AssetMark Inc
39
AssetMark Inc
California
$1.26M +$294K +6,633 +30%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.24M +$53.7K +1,213 +5%
SVWG
41
Shared Vision Wealth Group
United States
$1.24M +$3.32K +75 +0.3%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.17M -$72.6K -1,639 -6%
VHAM
43
Van Hulzen Asset Management
California
$1.1M +$26.4K +596 +2%
SFP
44
Sandbox Financial Partners
Maryland
$1,000K +$9.79K +221 +1%
FCG
45
Financial Connections Group
California
$982K +$28.1K +635 +3%
Bank of America
46
Bank of America
North Carolina
$971K +$19.3K +436 +2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$963K +$112K +2,521 +13%
KAS
48
Kestra Advisory Services
Texas
$959K -$2.57K -58 -0.3%
Prudential Financial
49
Prudential Financial
New Jersey
$932K +$123K +2,773 +15%
UBS Group
50
UBS Group
Switzerland
$926K – – –
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