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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
AI
2
Atria Investments
North Carolina
$8.6M
3
ACA
3
Affinity Capital Advisors
California
$3.74M
4
CHP
4
Cable Hill Partners
Oregon
$2.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$138M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.3M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$1.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$710K +$13.9K +326 +2%
LNC
52
Lincoln National Corp
Pennsylvania
$709K +$492K +11,560 +227%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$706K – – –
CA
54
Cetera Advisors
Colorado
$684K +$66.8K +1,568 +11%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$656K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$613K +$35.5K +833 +6%
SWA
57
Stratos Wealth Advisors
Ohio
$593K -$57.3K -1,346 -9%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$589K +$199K +4,685 +51%
IWC
59
Integrated Wealth Concepts
Massachusetts
$554K +$91.9K +2,158 +20%
SWP
60
Stratos Wealth Partners
Ohio
$545K +$49.9K +1,171 +10%
VNA
61
Valley National Advisers
Pennsylvania
$539K +$307K +7,193 +132%
SFP
62
Sandbox Financial Partners
Maryland
$539K +$61.7K +1,449 +13%
APW
63
Austin Private Wealth
Texas
$529K +$128K +2,996 +32%
EP
64
Essential Planning
New Hampshire
$524K +$41.6K +976 +9%
AAS
65
Avantax Advisory Services
Texas
$506K +$39K +915 +8%
AG
66
Ascent Group
Virginia
$487K -$127 -3 -0%
OMC
67
Old Mission Capital
Illinois
$476K +$476K +11,172 New
CWM
68
Congress Wealth Management
Massachusetts
$466K +$15.3K +360 +3%
GA
69
Goldstein Advisors
Wisconsin
$446K -$41.7K -980 -9%
CS
70
Comerica Securities
Michigan
$392K +$11.3K +265 +3%
T
71
TCWP
Ohio
$383K +$46.1K +1,083 +14%
RJA
72
Raymond James & Associates
Florida
$363K +$468 +11 +0.1%
GAM
73
Gould Asset Management
California
$356K – – –
WIA
74
World Investment Advisors
California
$352K -$9.71K -228 -3%
WA
75
Wealth Alliance
New York
$340K +$2.09K +49 +0.6%
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