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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

134 hedge funds and large institutions have $523M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
78
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.9M
3
GM
3
GeoWealth Management
Illinois
$4.52M
4
SWM
4
SigFig Wealth Management
California
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.91M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
76
Goldstein Advisors
Wisconsin
$406K -$343 -8 -0.1%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$404K – – –
IWC
78
Integrated Wealth Concepts
Massachusetts
$357K -$17K -397 -5%
AIA
79
Ally Invest Advisors
North Carolina
$356K +$108K +2,523 +44%
AAS
80
Avantax Advisory Services
Texas
$353K -$15.5K -363 -4%
DAS
81
Dynamic Advisor Solutions
Arizona
$336K – – –
FFA
82
Farther Finance Advisors
California
$335K +$8.01K +189 +2%
LFA
83
Longview Financial Advisors
Alabama
$331K +$331K +7,736 New
Goldman Sachs
84
Goldman Sachs
New York
$326K – – –
WIA
85
World Investment Advisors
California
$304K +$18.8K +440 +7%
TC
86
TownSquare Capital
Utah
$302K +$69K +1,610 +30%
T
87
TCWP
Ohio
$293K +$20.6K +480 +8%
MOS
88
MGO One Seven
Ohio
$293K +$20.6K +481 +8%
OL
89
Optas LLC
Texas
$290K -$4.67K -109 -2%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$290K – – –
ACA
91
Aptus Capital Advisors
Alabama
$281K +$258K +6,020 +1,132%
WF
92
Williams Financial
Vermont
$273K -$53.7K -1,253 -16%
OMC
93
Old Mission Capital
Illinois
$271K +$271K +6,338 New
WA
94
Wealth Alliance
New York
$271K +$14.6K +341 +6%
FHA
95
First Horizon Advisors
Tennessee
$271K +$4.58K +107 +2%
LIA
96
LifePlan Investment Advisors
North Carolina
$265K -$385 -9 -0.1%
OWMIAS
97
One Wealth Management Investment & Advisory Services
Florida
$259K +$26K +606 +11%
VWM
98
Venturi Wealth Management
Texas
$255K -$22.3K -520 -8%
BWS
99
Buck Wealth Strategies
Colorado
$253K +$253K +5,916 New
SC
100
Savant Capital
Illinois
$248K +$10.5K +245 +4%
2 3
4
5 6