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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

141 hedge funds and large institutions have $757M invested in iShares ESG Advanced Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
48
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.7M
2
BlackRock
2
BlackRock
New York
$187M
3
ASN
3
Advisory Services Network
Georgia
$7.79M
4
AWA
4
Arete Wealth Advisors
Illinois
$3.15M
5
CAN
5
Cetera Advisor Networks
California
$3.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$244K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.4M
4
FC
4
Fulcrum Capital
Washington
$0
5
BCM
5
Brookstone Capital Management
Illinois
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
OLVIG
101
Oliver Lagore Vanvalin Investment Group
Michigan
$240K 5,699 -3,399 -37%
MSWMA
102
Market Street Wealth Management Advisors
Indiana
$239K 5,667 +5,667 New
TCMP
103
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K 5,568 -607 -10%
WWG
104
West Wealth Group
California
$234K 5,557 +5,557 New
D
105
Dentgroup
Louisiana
$229K 5,428 +242 +5%
MWM
106
Mattern Wealth Management
Kansas
$224K 5,300 -201 -4%
LA
107
LexAurum Advisors
Kansas
$220K 5,203 +5,203 New
NL
108
NWAM LLC
Washington
$217K 5,149 +5,149 New
BAM
109
Baldrige Asset Management
Pennsylvania
$216K 5,125 -3,032 -37%
CPG
110
Cornerstone Planning Group
New Jersey
$211K 4,839 +4,839 New
VC
111
Veracity Capital
Georgia
$210K 4,979 -165 -3%
HFA
112
High Falls Advisors
New York
$207K 4,912 -198 -4%
IA
113
IFP Advisors
Florida
$204K 4,049 -37 -0.9%
CAL
114
Capital Analysts LLC
Pennsylvania
$164K 3,875 -242 -6%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$147K 3,485 -163 -4%
VNA
116
Valley National Advisers
Pennsylvania
$129K 2,999 +2,107 +236%
TFS
117
TrustCore Financial Services
Tennessee
$104K 2,475 – –
LFA
118
LGT Financial Advisors
Texas
$94.1K 2,231 +2,231 New
FCA
119
FinTrust Capital Advisors
South Carolina
$91.1K 2,159 – –
AIP
120
Ameritas Investment Partners
Nebraska
$78.7K 1,865 +1,865 New
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$73.3K 1,738 +1,738 New
BAM
122
Belpointe Asset Management
Nevada
$60.8K 1,441 +1,441 New
ACA
123
Aptus Capital Advisors
Alabama
$59.7K 1,414 -112 -7%
BWM
124
Baystate Wealth Management
Massachusetts
$52K 1,237 +1,237 New
Morgan Stanley
125
Morgan Stanley
New York
$50K 1,184 +1,184 New
3 4
5
6 7