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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

129 hedge funds and large institutions have $500M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-12
Holders Change %
-8.51%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
71
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
Jane Street
2
Jane Street
New York
$12.2M
3
AI
3
Atria Investments
North Carolina
$5.42M
4
BPA
4
Beacon Pointe Advisors
California
$1.3M
5
DI
5
DFPG Investments
Utah
$1.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
PAS
3
Park Avenue Securities
New York
$4.71M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.46M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Affinity Capital Advisors
California
$691K +$691K +15,974 New
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$666K – – –
SWA
53
Stratos Wealth Advisors
Ohio
$660K -$194K -4,483 -23%
FFA
54
Farther Finance Advisors
California
$655K -$358K -8,282 -35%
HPM
55
Hoxton Planning & Management
West Virginia
$640K -$850K -19,670 -57%
CA
56
Cetera Advisors
Colorado
$627K -$670K -15,501 -52%
SPIA
57
Steward Partners Investment Advisory
New York
$587K -$286K -6,627 -33%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$540K -$842K -19,454 -61%
SWP
59
Stratos Wealth Partners
Ohio
$503K +$503K +11,625 New
AG
60
Ascent Group
Virginia
$499K -$253K -5,844 -34%
GA
61
Goldstein Advisors
Wisconsin
$495K +$31.6K +731 +7%
EP
62
Essential Planning
New Hampshire
$490K +$490K +11,334 New
SFP
63
Sandbox Financial Partners
Maryland
$484K +$484K +11,200 New
AAS
64
Avantax Advisory Services
Texas
$475K -$91.3K -2,113 -16%
IWC
65
Integrated Wealth Concepts
Massachusetts
$470K -$551K -12,729 -54%
CWM
66
Congress Wealth Management
Massachusetts
$458K +$4.63K +107 +1%
APW
67
Austin Private Wealth
Texas
$408K -$732K -16,942 -64%
CFD
68
Creative Financial Designs
Indiana
$401K -$237K -5,486 -37%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$395K -$695K -16,082 -64%
CS
70
Comerica Securities
Michigan
$387K -$223K -5,155 -37%
RJA
71
Raymond James & Associates
Florida
$368K -$74.9K -1,732 -17%
WIA
72
World Investment Advisors
California
$367K -$267K -6,186 -42%
GAM
73
Gould Asset Management
California
$361K +$361K +8,350 New
BRWA
74
B. Riley Wealth Advisors
Florida
$355K -$450K -10,399 -56%
KPWS
75
Kestra Private Wealth Services
Texas
$354K +$354K +8,191 New
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