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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$10.6M
2
OWA
2
One Wealth Advisors
California
$5.85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$81.1M
4
JPG
4
Jordan Park Group
California
$3.31M
5
BlackRock
5
BlackRock
New York
$224M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$1.42M
4
SI
4
Seeds Investor
New York
$16.2M
5
CHP
5
Cable Hill Partners
Oregon
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
101
Venturi Wealth Management
Texas
$270K +$1.15K +26 +0.4%
AG
102
Ascent Group
Virginia
$260K -$842 -19 -0.3%
SAI
103
Savvy Advisors Inc
New York
$252K +$10.4K +234 +4%
WA
104
Wealth Alliance
New York
$249K -$39.3K -886 -14%
TWP
105
Tempus Wealth Planning
California
$243K – – –
FA
106
Flagstar Advisors
New York
$238K +$2.17K +49 +0.9%
WF
107
Williams Financial
Vermont
$233K -$21.5K -486 -8%
AI
108
Atria Investments
North Carolina
$229K +$10.5K +236 +5%
OPS
109
Orion Portfolio Solutions
Nebraska
$228K +$228K +5,144 New
BCI
110
Brinker Capital Investments
Pennsylvania
$228K +$228K +5,144 New
BBA
111
Braun-Bostich & Associates
Pennsylvania
$228K -$3.63K -82 -2%
WHCI
112
W.H. Cornerstone Investments
Massachusetts
$225K +$225K +5,086 New
DAS
113
Dynamic Advisor Solutions
Arizona
$223K -$20.2K -455 -8%
IFWM
114
Institute for Wealth Management
Colorado
$222K +$6.2K +140 +3%
BFG
115
Buttonwood Financial Group
Missouri
$221K +$221K +4,986 New
Citadel Advisors
116
Citadel Advisors
Florida
$218K +$218K +4,923 New
SB
117
Strategic Blueprint
Georgia
$217K +$3.68K +83 +2%
TCA
118
Transcend Capital Advisors
New Jersey
$217K -$1.6K -36 -0.7%
CW
119
CreativeOne Wealth
Kansas
$209K +$209K +4,708 New
FA
120
Fermata Advisors
California
$207K +$207K +4,676 New
CFGS
121
Concourse Financial Group Securities
Alabama
$206K +$35.3K +797 +21%
PWA
122
Physician Wealth Advisors
Utah
$204K +$204K +4,630 New
PS
123
Principal Securities
Iowa
$160K – – –
CFD
124
Creative Financial Designs
Indiana
$147K +$2.13K +48 +1%
MIA
125
Milestone Investment Advisors
Wisconsin
$138K – – –
3 4
5
6 7