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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

163 hedge funds and large institutions have $580M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
56
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$37.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.67M
3
BlackRock
3
BlackRock
New York
$218M
4
LPL Financial
4
LPL Financial
California
$18.2M
5
Jane Street
5
Jane Street
New York
$4.09M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$19.3M
3
GM
3
GeoWealth Management
Illinois
$3.48M
4
RCS
4
Retirement Capital Strategies
California
$7.87M
5
MIS
5
Morningstar Investment Services
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$2.95M -$1.12M -26,433 -28%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$2.05M -$19.1K -449 -0.9%
HGWM
28
Horst & Graben Wealth Management
Oregon
$1.93M -$370K -8,712 -16%
AWS
29
Atria Wealth Solutions
New York
$1.74M -$841K -19,787 -33%
BAAM
30
Baker Avenue Asset Management
California
$1.72M -$97.9K -2,305 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.69M -$144K -3,399 -8%
UCFA
32
United Capital Financial Advisors
Texas
$1.55M -$453K -10,660 -23%
SWP
33
Stratos Wealth Partners
Ohio
$1.54M +$728K +17,131 +90%
Betterment LLC
34
Betterment LLC
New York
$1.51M +$45.8K +1,078 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.47M -$695K -16,352 -32%
OIA
36
OneDigital Investment Advisors
Kansas
$1.4M +$36K +847 +3%
EH
37
Equitable Holdings
New York
$1.35M -$448K -10,549 -25%
Raymond James Financial
38
Raymond James Financial
Florida
$1.33M +$1.33M +31,240 New
JBA
39
Johnson Bixby & Associates
Washington
$1.29M +$40.4K +950 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.2M +$15.1K +355 +1%
SVWG
41
Shared Vision Wealth Group
United States
$1.19M +$3.31K +78 +0.3%
Wells Fargo
42
Wells Fargo
California
$1.13M +$289K +6,811 +34%
VHAM
43
Van Hulzen Asset Management
California
$1.05M – – –
SHJ
44
Sharkey, Howes & Javer
Colorado
$1.05M -$377K -8,866 -26%
SFP
45
Sandbox Financial Partners
Maryland
$995K +$36.3K +855 +4%
SA
46
Skyline Advisors
Washington
$993K +$993K +23,375 New
Bank of America
47
Bank of America
North Carolina
$960K +$28.6K +674 +3%
FTUS
48
Flow Traders U.S.
New York
$959K +$276K +6,488 +40%
FCG
49
Financial Connections Group
California
$956K +$13.9K +327 +1%
AssetMark Inc
50
AssetMark Inc
California
$947K -$264K -6,204 -22%
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