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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

140 hedge funds and large institutions have $530M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$212M
2
Jane Street
2
Jane Street
New York
$2.64M
3
OMC
3
Old Mission Capital
Illinois
$2.8M
4
SWM
4
SigFig Wealth Management
California
$19M
5
I
5
IMPACTfolio
Colorado
$17.2M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
FCG
2
Financial Connections Group
California
$917K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$405K
4
CAM
4
Clarity Asset Management
Iowa
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Diversify Advisory Services
Utah
$741K +$26.4K +619 +4%
TFO
52
Tarbox Family Office
California
$739K +$8.17K +192 +1%
CWM
53
Congress Wealth Management
Massachusetts
$731K +$731K +17,181 New
VNA
54
Valley National Advisers
Pennsylvania
$716K +$23.9K +563 +3%
CHP
55
Cable Hill Partners
Oregon
$714K -$342K -8,038 -32%
SPIA
56
Steward Partners Investment Advisory
New York
$702K -$26.3K -619 -4%
BCM
57
Brookstone Capital Management
Illinois
$685K +$12.6K +293 +2%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$662K -$14.8K -348 -2%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$656K – – –
BL
60
BFSG LLC
California
$631K +$40.5K +951 +7%
SA
61
Sanctuary Advisors
Indiana
$602K +$602K +14,440 New
EP
62
Essential Planning
New Hampshire
$577K +$88.3K +2,076 +18%
RW
63
Rockport Wealth
Ohio
$576K – – –
SF
64
Synovus Financial
Georgia
$571K +$571K +13,424 New
CFG
65
Carr Financial Group
Massachusetts
$513K -$95.8K -2,251 -16%
APW
66
Austin Private Wealth
Texas
$478K -$40.7K -956 -8%
SWA
67
Sax Wealth Advisors
New Jersey
$456K +$456K +10,725 New
SWA
68
Stratos Wealth Advisors
Ohio
$454K +$48.8K +1,147 +12%
SC
69
Savant Capital
Illinois
$450K +$204K +4,790 +83%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$447K +$5.49K +129 +1%
AWM
71
Apollon Wealth Management
South Carolina
$424K -$5.06K -119 -1%
GA
72
Goldstein Advisors
Wisconsin
$411K +$7.53K +177 +2%
EWA
73
EverSource Wealth Advisors
Alabama
$405K +$405K +9,359 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$405K -$1.49M -35,057 -79%
GAM
75
Gould Asset Management
California
$404K – – –
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