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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 Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$48K -$271K -6,412 -85%
APC
127
Aspire Private Capital
North Carolina
$33.4K +$33.4K +792 New
CA
128
CoreCap Advisors
Michigan
$33K +$33K +783 New
Franklin Resources
129
Franklin Resources
California
$29.7K – – –
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$27.1K +$27.1K +643 New
CFO
131
CVA Family Office
Colorado
$25.4K +$25.4K +601 New
CWA
132
Clearview Wealth Advisors
Oregon
$20.4K -$87.6K -2,075 -81%
HI
133
Harbour Investments
Wisconsin
$13K -$73.8K -1,749 -85%
GFPC
134
Global Financial Private Client
Florida
$11.1K – – –
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$10.3K – – –
PIMG
136
Patriot Investment Management Group
Tennessee
$7.51K +$7.51K +173 New
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$6K – – –
FCA
138
Fortis Capital Advisors
Kansas
$4.05K +$4.05K +96 New
BC
139
Barrett & Company
Rhode Island
$2.95K – – –
MHR
140
Matthew Hamilton Rosenberg
$295 +$295 +7 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$42 – – –
FC
142
Fulcrum Capital
Washington
– -$1.88M -44,940 Closed
RSWM
143
Robertson Stephens Wealth Management
California
– -$1.08M -25,748 Closed
KFSC
144
Keystone Financial Services (Colorado)
Colorado
– -$523K -12,595 Closed
PWA
145
Physician Wealth Advisors
Utah
– -$372K -8,855 Closed
MLA
146
My Legacy Advisors
Oregon
– -$289K -7,021 Closed
CA
147
Continuum Advisory
Idaho
– -$218K -5,221 Closed
SCA
148
Snowden Capital Advisors
New York
– -$204K -4,878 Closed
MWM
149
Mascoma Wealth Management
New Hampshire
– -$115K -2,740 Closed
ACM
150
Absolute Capital Management
Pennsylvania
– -$73.2K -1,750 Closed
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