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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.

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 %
TWP
101
Tempus Wealth Planning
California
$237K +$26.1K +609 +12%
FA
102
Flagstar Advisors
New York
$226K +$1.24K +29 +0.6%
Wells Fargo
103
Wells Fargo
California
$222K +$31.7K +740 +17%
MWM
104
Modera Wealth Management
New Jersey
$207K +$207K +4,842 New
SB
105
Strategic Blueprint
Georgia
$206K +$814 +19 +0.4%
IFWM
106
Institute for Wealth Management
Colorado
$205K -$14.8K -346 -7%
HI
107
Harbour Investments
Wisconsin
$178K -$814 -19 -0.5%
SWM
108
Spire Wealth Management
Virginia
$171K +$65.6K +1,531 +62%
CFGS
109
Concourse Financial Group Securities
Alabama
$163K +$62.4K +1,457 +62%
PS
110
Principal Securities
Iowa
$155K -$20K -468 -11%
CFD
111
Creative Financial Designs
Indiana
$137K +$4.54K +106 +3%
MIA
112
Milestone Investment Advisors
Wisconsin
$126K – – –
Comerica Bank
113
Comerica Bank
Texas
$106K +$10.7K +249 +11%
JWA
114
JFS Wealth Advisors
Pennsylvania
$101K +$10K +234 +11%
AIP
115
Ameritas Investment Partners
Nebraska
$80.5K +$128 +3 +0.2%
CA
116
Continuum Advisory
Idaho
$71.7K +$71.7K +1,697 New
HDIM
117
Hanson & Doremus Investment Management
Vermont
$55K +$55K +1,283 New
PCMC
118
Private Capital Management (Colorado)
Colorado
$53.1K +$53.1K +1,240 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$52.9K +$2.27K +53 +4%
CAL
120
Capital Analysts LLC
Pennsylvania
$41K +$3.34K +78 +9%
AIC
121
Archer Investment Corporation
Indiana
$36.4K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$35K -$417K -9,836 -92%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$30.5K – – –
OLVIG
124
Oliver Lagore Vanvalin Investment Group
Michigan
$26.9K +$1.2K +28 +5%
CFO
125
CVA Family Office
Colorado
$25.7K – – –
2 3 4
5
6