EUSB icon

iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

131 hedge funds and large institutions have $514M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
67
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
SWM
4
SigFig Wealth Management
California
$12.3M
5
AF
5
Allworth Financial
California
$5.95M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$94.4M
2
BlackRock
2
BlackRock
New York
$185M
3
ACA
3
Affinity Capital Advisors
California
$0
4
OWA
4
One Wealth Advisors
California
$4.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$437K -$49.1K -1,203 -10%
GA
77
Goldstein Advisors
Wisconsin
$434K +$6.25K +153 +1%
CS
78
Comerica Securities
Michigan
$395K +$18.5K +454 +5%
WIA
79
World Investment Advisors
California
$374K +$36.2K +887 +11%
GAM
80
Gould Asset Management
California
$366K +$24.5K +600 +7%
VWM
81
Venturi Wealth Management
Texas
$350K +$27K +662 +8%
LIA
82
LifePlan Investment Advisors
North Carolina
$340K +$46.9K +1,147 +16%
UCFA
83
United Capital Financial Advisors
Texas
$332K +$13.2K +322 +4%
T
84
TCWP
Ohio
$320K -$46.9K -1,148 -13%
TC
85
TownSquare Capital
Utah
$319K +$319K +7,816 New
BC
86
Bartlett & Co
Ohio
$319K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$319K – – –
WF
88
Williams Financial
Vermont
$311K +$72.5K +1,776 +30%
FHA
89
First Horizon Advisors
Tennessee
$293K +$3.88K +95 +1%
WS
90
Wedbush Securities
California
$292K +$19.3K +472 +7%
OL
91
Optas LLC
Texas
$279K +$8.09K +198 +3%
WA
92
Wealth Alliance
New York
$271K -$55.4K -1,356 -17%
SB
93
Strategic Blueprint
Georgia
$260K -$2K -49 -0.8%
FFA
94
Farther Finance Advisors
California
$257K -$55.3K -1,354 -18%
BFG
95
Beacon Financial Group
Texas
$252K +$23K +547 +10%
OIA
96
OneDigital Investment Advisors
Kansas
$251K +$49.2K +1,205 +24%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$244K +$1.88K +46 +0.8%
Stifel Financial
98
Stifel Financial
Missouri
$237K – – –
IFWM
99
Institute for Wealth Management
Colorado
$234K -$11.6K -285 -5%
TCA
100
Transcend Capital Advisors
New Jersey
$225K +$225K +5,497 New
2 3
4
5 6