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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 %
DFA
101
DHK Financial Advisors
New Hampshire
$218K +$1.68K +41 +0.8%
TWP
102
Tempus Wealth Planning
California
$205K -$11.4K -279 -5%
HPM
103
Hoxton Planning & Management
West Virginia
$203K +$10K +245 +5%
FTUS
104
Flow Traders U.S.
New York
$201K +$201K +4,921 New
USCWA
105
U.S. Capital Wealth Advisors
Texas
$200K +$200K +4,908 New
CFD
106
Creative Financial Designs
Indiana
$175K -$116K -2,834 -40%
HI
107
Harbour Investments
Wisconsin
$152K -$3.96K -97 -3%
Comerica Bank
108
Comerica Bank
Texas
$143K +$143K +3,502 New
Wells Fargo
109
Wells Fargo
California
$127K -$163 -4 -0.1%
CFGS
110
Concourse Financial Group Securities
Alabama
$86.1K +$3.6K +88 +4%
SWM
111
Spire Wealth Management
Virginia
$77.3K +$73.4K +1,797 +1,872%
AIP
112
Ameritas Investment Partners
Nebraska
$76.5K +$123 +3 +0.2%
SWM
113
Sugarloaf Wealth Management
Georgia
$71.2K +$3.96K +97 +6%
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$71K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$69.6K +$286 +7 +0.4%
GIA
116
Goodwin Investment Advisory
Georgia
$62.5K -$29K -709 -32%
CAL
117
Capital Analysts LLC
Pennsylvania
$56K +$4.32K +105 +8%
Morgan Stanley
118
Morgan Stanley
New York
$48.4K – – –
OP
119
ORG Partners
Indiana
$38.2K -$3.31K -81 -8%
OLVIG
120
Oliver Lagore Vanvalin Investment Group
Michigan
$37.1K +$2.9K +71 +8%
AIC
121
Archer Investment Corporation
Indiana
$34.8K – – –
GWSG
122
GPS Wealth Strategies Group
Colorado
$31.9K – – –
Franklin Resources
123
Franklin Resources
California
$24.3K +$654 +16 +3%
APC
124
Aspire Private Capital
North Carolina
$15.8K +$1.35K +33 +9%
AF
125
Advisornet Financial
Minnesota
$9.93K +$980 +24 +11%
2 3 4
5
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