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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$13.8M
4
PAS
4
Park Avenue Securities
New York
$12.5M
5
LPL Financial
5
LPL Financial
California
$5.16M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$0
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$452K -$36.7K -740 -8%
CW
52
CreativeOne Wealth
Kansas
$429K +$203K +4,084 +90%
RIA
53
Regal Investment Advisors
Michigan
$386K +$101K +2,029 +35%
CA
54
Continuum Advisory
Idaho
$359K +$359K +7,240 New
BRWA
55
B. Riley Wealth Advisors
Florida
$355K +$113K +2,276 +47%
OPS
56
Orion Portfolio Solutions
Nebraska
$314K +$70.8K +1,430 +29%
NCM
57
Northwest Capital Management
Oregon
$276K – – –
WIA
58
World Investment Advisors
California
$271K +$55K +1,107 +25%
AAS
59
Avantax Advisory Services
Texas
$270K +$270K +5,437 New
CRWM
60
Castle Rock Wealth Management
California
$251K +$45K +908 +22%
IFWM
61
Institute for Wealth Management
Colorado
$242K +$242K +4,883 New
CFG
62
Cooper Financial Group
California
$229K +$229K +4,608 New
CAN
63
Cetera Advisor Networks
California
$226K +$226K +4,561 New
RPG
64
Resource Planning Group
Georgia
$200K +$200K +4,039 New
HI
65
Harbour Investments
Wisconsin
$193K +$147K +2,960 +319%
APA
66
American Portfolios Advisors
New York
$133K -$7.93K -160 -6%
PCG
67
Private Capital Group
Connecticut
$131K +$31.8K +642 +32%
BAM
68
Belpointe Asset Management
Nevada
$111K +$11.1K +222 +11%
AF
69
Allworth Financial
California
$110K +$110K +2,218 New
BlackRock
70
BlackRock
New York
$63K +$63K +1,267 New
AF
71
Advisornet Financial
Minnesota
$57K +$54.1K +1,086 +1,841%
GI
72
Gradient Investments
Minnesota
$41K +$41K +826 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +676 New
TFS
74
TrustCore Financial Services
Tennessee
$30K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$26K +$295 +6 +1%
1 2
3
4