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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

138 hedge funds and large institutions have $506M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
35
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$8.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.98M
3
BlackRock
3
BlackRock
New York
$199M
4
SWM
4
SigFig Wealth Management
California
$14.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.72M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.1M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$27.6M
3
AI
3
Atria Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M
5
Jane Street
5
Jane Street
New York
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
76
Goldstein Advisors
Wisconsin
$410K -$49.6K -1,146 -11%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$408K -$310K -7,163 -43%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$407K -$246K -5,678 -38%
SWA
79
Stratos Wealth Advisors
Ohio
$382K -$238K -5,504 -38%
IWC
80
Integrated Wealth Concepts
Massachusetts
$378K -$106K -2,452 -22%
AAS
81
Avantax Advisory Services
Texas
$372K -$90.1K -2,083 -19%
DAS
82
Dynamic Advisor Solutions
Arizona
$335K +$335K +7,835 New
FFA
83
Farther Finance Advisors
California
$334K +$62.5K +1,444 +23%
Goldman Sachs
84
Goldman Sachs
New York
$330K +$330K +7,620 New
WF
85
Williams Financial
Vermont
$330K – – –
IWA
86
Invera Wealth Advisors
Oregon
$307K +$307K +7,089 New
OL
87
Optas LLC
Texas
$298K +$1.95K +45 +0.7%
BC
88
Bartlett & Co
Ohio
$293K -$45.3K -1,045 -13%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$293K -$45.3K -1,045 -13%
WIA
90
World Investment Advisors
California
$288K -$107K -2,480 -27%
VWM
91
Venturi Wealth Management
Texas
$280K -$91.3K -2,110 -25%
T
92
TCWP
Ohio
$275K -$63.9K -1,477 -19%
MOS
93
MGO One Seven
Ohio
$275K +$275K +6,364 New
FHA
94
First Horizon Advisors
Tennessee
$269K -$41.6K -961 -13%
LIA
95
LifePlan Investment Advisors
North Carolina
$268K -$91.8K -2,122 -26%
WA
96
Wealth Alliance
New York
$259K -$27.8K -642 -10%
Stifel Financial
97
Stifel Financial
Missouri
$251K – – –
AIA
98
Ally Invest Advisors
North Carolina
$250K +$250K +5,789 New
WS
99
Wedbush Securities
California
$247K -$61.7K -1,428 -20%
AWM
100
Apollon Wealth Management
South Carolina
$247K +$247K +5,701 New
2 3
4
5 6