EUSB icon

iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
AI
2
Atria Investments
North Carolina
$8.6M
3
ACA
3
Affinity Capital Advisors
California
$3.74M
4
CHP
4
Cable Hill Partners
Oregon
$2.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$138M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.3M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$1.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
76
Venturi Wealth Management
Texas
$337K +$213 +5 +0.1%
UCFA
77
United Capital Financial Advisors
Texas
$333K -$570K -13,380 -63%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$332K – – –
BC
79
Bartlett & Co
Ohio
$332K – – –
FFA
80
Farther Finance Advisors
California
$325K -$319K -7,503 -50%
BRWA
81
B. Riley Wealth Advisors
Florida
$314K -$35.6K -836 -10%
LIA
82
LifePlan Investment Advisors
North Carolina
$305K +$305K +7,168 New
CFD
83
Creative Financial Designs
Indiana
$303K -$91.8K -2,156 -23%
FHA
84
First Horizon Advisors
Tennessee
$301K +$31.1K +730 +12%
WS
85
Wedbush Securities
California
$284K – – –
OL
86
Optas LLC
Texas
$283K +$15.9K +373 +6%
HF
87
HRT Financial
New York
$281K +$281K +6,622 New
KPWS
88
Kestra Private Wealth Services
Texas
$279K -$69.8K -1,640 -20%
SB
89
Strategic Blueprint
Georgia
$273K -$85 -2 -0%
OPS
90
Orion Portfolio Solutions
Nebraska
$273K +$7.54K +177 +3%
BCI
91
Brinker Capital Investments
Pennsylvania
$273K +$7.54K +177 +3%
IFWM
92
Institute for Wealth Management
Colorado
$256K -$30.2K -710 -11%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$252K -$88.9K -2,092 -26%
WF
94
Williams Financial
Vermont
$249K +$249K +5,841 New
Stifel Financial
95
Stifel Financial
Missouri
$247K – – –
BL
96
BFSG LLC
California
$246K +$246K +5,787 New
PAG
97
Private Advisor Group
New Jersey
$242K +$242K +5,691 New
BFG
98
Beacon Financial Group
Texas
$231K – – –
DFA
99
DHK Financial Advisors
New Hampshire
$225K -$60.1K -1,412 -21%
TWP
100
Tempus Wealth Planning
California
$225K -$31K -727 -12%
2 3
4
5 6