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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

110 hedge funds and large institutions have $659M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+26
Holders Change %
+30.95%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
33
Increased
63
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$426M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$36.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$19M
4
Jane Street
4
Jane Street
New York
$5.44M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.84M

Top Sellers

1
NAG
1
Northstar Advisory Group
New Jersey
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$297K
3
NCM
3
Northwest Capital Management
Oregon
$0
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
CFG
5
Cooper Financial Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Goodwin Investment Advisory
Georgia
$749K -$30.7K -619 -4%
VWA
52
VERITY Wealth Advisors
United States
$651K +$651K +13,161 New
SWA
53
Stratos Wealth Advisors
Ohio
$650K +$650K +13,154 New
FHA
54
First Horizon Advisors
Tennessee
$648K +$191K +3,858 +42%
T
55
TCWP
Ohio
$646K +$646K +13,074 New
TI
56
tru Independence
Oregon
$611K – – –
RIA
57
Regal Investment Advisors
Michigan
$554K +$169K +3,425 +44%
TCA
58
Transcend Capital Advisors
New Jersey
$545K +$34.6K +701 +7%
ASN
59
Advisory Services Network
Georgia
$540K +$16K +324 +3%
NL
60
NWAM LLC
Washington
$491K -$35K -709 -7%
OPS
61
Orion Portfolio Solutions
Nebraska
$485K +$172K +3,480 +55%
Stifel Financial
62
Stifel Financial
Missouri
$481K – – –
BRWA
63
B. Riley Wealth Advisors
Florida
$453K +$99.2K +2,005 +28%
CIAS
64
Capital Investment Advisory Services
North Carolina
$441K -$9.09K -184 -2%
TCMP
65
Thrive Capital Management (Pennsylvania)
Pennsylvania
$397K +$397K +8,021 New
PWA
66
Physician Wealth Advisors
Utah
$397K +$397K +8,157 New
Jones Financial Companies
67
Jones Financial Companies
Missouri
$395K +$395K +7,984 New
D
68
Dentgroup
Louisiana
$361K +$361K +7,299 New
AAS
69
Avantax Advisory Services
Texas
$348K +$79.4K +1,607 +30%
IFWM
70
Institute for Wealth Management
Colorado
$341K +$99.4K +2,010 +41%
PWM
71
Perigon Wealth Management
California
$341K +$341K +6,892 New
DFA
72
DHK Financial Advisors
New Hampshire
$341K +$341K +6,899 New
UCFA
73
United Capital Financial Advisors
Texas
$331K +$331K +6,695 New
MWM
74
Mattern Wealth Management
Kansas
$323K +$323K +6,531 New
BlackRock
75
BlackRock
New York
$321K +$258K +5,221 +412%
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