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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$10.6M
2
OWA
2
One Wealth Advisors
California
$5.85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$81.1M
4
JPG
4
Jordan Park Group
California
$3.31M
5
BlackRock
5
BlackRock
New York
$224M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$1.42M
4
SI
4
Seeds Investor
New York
$16.2M
5
CHP
5
Cable Hill Partners
Oregon
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
51
Tarbox Family Office
California
$908K +$139K +3,131 +18%
DL
52
DOHJ LLC
Washington
$883K +$53.5K +1,210 +6%
Wells Fargo
53
Wells Fargo
California
$880K -$8.37K -189 -0.9%
BL
54
BFSG LLC
California
$879K +$222K +5,001 +34%
SWP
55
Stratos Wealth Partners
Ohio
$847K +$797 +18 +0.1%
CWM
56
Congress Wealth Management
Massachusetts
$778K +$17.3K +390 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$752K +$20.9K +471 +3%
BCM
58
Brookstone Capital Management
Illinois
$731K +$25.6K +577 +4%
FTUS
59
Flow Traders U.S.
New York
$713K +$713K +16,092 New
DAS
60
Diversify Advisory Services
Utah
$710K -$44.3K -1,022 -6%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$658K -$30.9K -698 -4%
EP
62
Essential Planning
New Hampshire
$600K – – –
RW
63
Rockport Wealth
Ohio
$600K – – –
SF
64
Synovus Financial
Georgia
$575K -$19.3K -435 -3%
PIA
65
Perennial Investment Advisors
California
$556K +$266K +6,000 +92%
CFG
66
Carr Financial Group
Massachusetts
$536K +$1.55K +35 +0.3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$523K +$158K +3,557 +43%
VNA
68
Valley National Advisers
Pennsylvania
$509K -$237K -5,348 -32%
GA
69
Goldstein Advisors
Wisconsin
$495K +$67.5K +1,523 +16%
APW
70
Austin Private Wealth
Texas
$484K -$13.6K -306 -3%
SWA
71
Sax Wealth Advisors
New Jersey
$474K -$1.55K -35 -0.3%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$469K +$3.54K +80 +0.8%
SC
73
Savant Capital
Illinois
$468K -$797 -18 -0.2%
AAS
74
Avantax Advisory Services
Texas
$459K +$45.4K +1,025 +11%
AIA
75
Ally Invest Advisors
North Carolina
$457K +$82K +1,851 +22%
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