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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 %
SC
101
Savant Capital
Illinois
$240K +$240K +5,543 New
TC
102
TownSquare Capital
Utah
$236K -$102K -2,366 -30%
OWMIAS
103
One Wealth Management Investment & Advisory Services
Florida
$236K +$236K +5,450 New
BRWA
104
B. Riley Wealth Advisors
Florida
$232K -$427K -9,876 -65%
FA
105
Flagstar Advisors
New York
$227K +$227K +5,250 New
IFWM
106
Institute for Wealth Management
Colorado
$222K -$25.7K -595 -10%
TWP
107
Tempus Wealth Planning
California
$213K -$3.68K -85 -2%
SB
108
Strategic Blueprint
Georgia
$208K -$67.8K -1,568 -25%
Wells Fargo
109
Wells Fargo
California
$192K +$57.1K +1,320 +42%
HI
110
Harbour Investments
Wisconsin
$181K +$19.9K +461 +12%
PS
111
Principal Securities
Iowa
$177K +$177K +4,080 New
CFD
112
Creative Financial Designs
Indiana
$134K -$51.3K -1,185 -28%
MIA
113
Milestone Investment Advisors
Wisconsin
$128K +$128K +2,949 New
SWM
114
Spire Wealth Management
Virginia
$106K +$24.8K +579 +31%
Morgan Stanley
115
Morgan Stanley
New York
$102K +$51.2K +1,184 +100%
CFGS
116
Concourse Financial Group Securities
Alabama
$102K +$10.5K +243 +12%
Comerica Bank
117
Comerica Bank
Texas
$96.1K -$55.4K -1,280 -37%
JWA
118
JFS Wealth Advisors
Pennsylvania
$91.8K +$91.8K +2,122 New
AIP
119
Ameritas Investment Partners
Nebraska
$81.2K +$173 +4 +0.2%
SWM
120
Sugarloaf Wealth Management
Georgia
$75.4K – – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$51.2K -$22.5K -521 -31%
CAL
122
Capital Analysts LLC
Pennsylvania
$38K -$20.7K -480 -35%
AIC
123
Archer Investment Corporation
Indiana
$36.8K – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$30.9K +$30.9K +712 New
OP
125
ORG Partners
Indiana
$30.9K -$9.57K -221 -24%
3 4
5
6 7