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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

134 hedge funds and large institutions have $523M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
78
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M
3
GM
3
GeoWealth Management
Illinois
$4.52M
4
SWM
4
SigFig Wealth Management
California
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
51
Retirement Capital Strategies
California
$769K +$30.2K +705 +4%
DL
52
DOHJ LLC
Washington
$752K +$8.1K +189 +1%
Prudential Financial
53
Prudential Financial
New Jersey
$750K +$43 +1 +0%
TFO
54
Tarbox Family Office
California
$736K +$30.8K +718 +4%
SPIA
55
Steward Partners Investment Advisory
New York
$733K +$3.94K +92 +0.5%
DAS
56
Diversify Advisory Services
Utah
$711K +$711K +16,767 New
VNA
57
Valley National Advisers
Pennsylvania
$697K +$96.3K +2,248 +16%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$681K -$72.4K -1,691 -10%
BCM
59
Brookstone Capital Management
Illinois
$669K -$39.5K -923 -6%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$660K – – –
BRWA
61
B. Riley Wealth Advisors
Florida
$623K +$403K +9,876 +184%
CFG
62
Carr Financial Group
Massachusetts
$613K -$348K -8,128 -36%
BL
63
BFSG LLC
California
$595K +$9.98K +233 +2%
SAG
64
SageView Advisory Group
California
$588K +$588K +9,286 New
RW
65
Rockport Wealth
Ohio
$580K +$580K +13,536 New
OIA
66
OneDigital Investment Advisors
Kansas
$576K +$2.7K +63 +0.5%
APW
67
Austin Private Wealth
Texas
$516K +$89.4K +2,111 +21%
EP
68
Essential Planning
New Hampshire
$497K – – –
SVWG
69
Shared Vision Wealth Group
United States
$496K -$97.2K -2,270 -16%
AG
70
Ascent Group
Virginia
$479K +$43 +1 +0%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$444K +$41.7K +973 +10%
AWM
72
Apollon Wealth Management
South Carolina
$431K +$187K +4,373 +77%
IWA
73
Invera Wealth Advisors
Oregon
$426K +$131K +3,130 +44%
SWA
74
Stratos Wealth Advisors
Ohio
$408K +$29.1K +679 +8%
GAM
75
Gould Asset Management
California
$407K +$407K +9,500 New
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3
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