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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

126 hedge funds and large institutions have $737M invested in iShares ESG Advanced Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
1
One Wealth Advisors
California
$12.6M
2
ASN
2
Advisory Services Network
Georgia
$3.15M
3
SWM
3
SigFig Wealth Management
California
$6.01M
4
FC
4
Fulcrum Capital
Washington
$1.88M
5
RSWM
5
Robertson Stephens Wealth Management
California
$1.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$345M
2
Wells Fargo
2
Wells Fargo
California
$9K
3
Jane Street
3
Jane Street
New York
$6.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.7M
5
BlackRock
5
BlackRock
New York
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$408K 9,749 -4,692 -32%
RIA
77
Regal Investment Advisors
Michigan
$404K 9,657 -932 -9%
OLVIG
78
Oliver Lagore Vanvalin Investment Group
Michigan
$381K 9,098 -1,410 -13%
RJA
79
Raymond James & Associates
Florida
$379K 9,047 +1,803 +25%
BFG
80
Buttonwood Financial Group
Missouri
$374K 8,932 -713 -7%
PWA
81
Physician Wealth Advisors
Utah
$372K 8,855 -150 -2%
CWM
82
Congress Wealth Management
Massachusetts
$364K 8,688 +1,579 +22%
TCA
83
Transcend Capital Advisors
New Jersey
$342K 8,179 -4,696 -36%
BAM
84
Baldrige Asset Management
Pennsylvania
$341K 8,157 -4,463 -35%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$316K 7,548 +251 +3%
UBS Group
86
UBS Group
Switzerland
$316K 7,544 +3,830 +103%
DFA
87
DHK Financial Advisors
New Hampshire
$311K 7,419 – –
JC
88
JB Capital
Connecticut
$310K 7,416 +7,416 New
PWM
89
Perigon Wealth Management
California
$294K 7,025 +1,934 +38%
MLA
90
My Legacy Advisors
Oregon
$289K 7,021 +7,021 New
IFWM
91
Institute for Wealth Management
Colorado
$282K 6,738 -180 -3%
Comerica Bank
92
Comerica Bank
Texas
$277K 6,792 -499 -7%
CIAS
93
CFS Investment Advisory Services
New Jersey
$264K 263,937 +263,937 New
TCMP
94
Thrive Capital Management (Pennsylvania)
Pennsylvania
$258K 6,175 -355 -5%
SWM
95
Sugarloaf Wealth Management
Georgia
$256K 6,104 +6,104 New
WHCI
96
W.H. Cornerstone Investments
Massachusetts
$249K 6,012 +6,012 New
MWM
97
Mattern Wealth Management
Kansas
$230K 5,501 – –
MYIA
98
Mount Yale Investment Advisors
Colorado
$224K 5,349 +5,349 New
CA
99
Continuum Advisory
Idaho
$218K 5,221 -591 -10%
VC
100
Veracity Capital
Georgia
$215K 5,144 +5,144 New
2 3
4
5 6