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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

131 hedge funds and large institutions have $514M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
67
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
SWM
4
SigFig Wealth Management
California
$12.3M
5
AF
5
Allworth Financial
California
$5.95M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$94.4M
2
BlackRock
2
BlackRock
New York
$185M
3
ACA
3
Affinity Capital Advisors
California
$0
4
OWA
4
One Wealth Advisors
California
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$718K -$5.67K -142 -0.8%
CA
52
Cetera Advisors
Colorado
$710K +$53.8K +1,316 +8%
Bank of America
53
Bank of America
North Carolina
$699K -$332K -8,136 -32%
TFO
54
Tarbox Family Office
California
$687K +$687K +16,823 New
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$679K – – –
AWM
56
AE Wealth Management
Kansas
$678K -$62.5K -1,530 -8%
SPIA
57
Steward Partners Investment Advisory
New York
$677K +$88.6K +2,169 +15%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$670K -$130K -3,175 -16%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$630K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$623K +$322K +7,882 +107%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$616K +$51.2K +1,253 +9%
SWP
62
Stratos Wealth Partners
Ohio
$603K +$80.5K +1,970 +15%
MIS
63
Morningstar Investment Services
Illinois
$587K +$587K +14,324 New
SWA
64
Stratos Wealth Advisors
Ohio
$586K +$17.5K +429 +3%
CWM
65
Congress Wealth Management
Massachusetts
$558K +$111K +2,713 +25%
GC
66
Guardian Capital
Ontario, Canada
$558K +$558K +13,661 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$550K -$140K -3,429 -20%
VNA
68
Valley National Advisers
Pennsylvania
$538K +$22K +538 +4%
APW
69
Austin Private Wealth
Texas
$533K +$25.2K +616 +5%
EP
70
Essential Planning
New Hampshire
$503K – – –
RJA
71
Raymond James & Associates
Florida
$486K +$138K +3,371 +40%
AG
72
Ascent Group
Virginia
$472K -$410 -10 -0.1%
SFP
73
Sandbox Financial Partners
Maryland
$460K -$56.5K -1,382 -11%
IWC
74
Integrated Wealth Concepts
Massachusetts
$457K -$75.2K -1,841 -14%
BL
75
BFSG LLC
California
$456K +$219K +5,365 +93%
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