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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

129 hedge funds and large institutions have $500M invested in iShares ESG Advanced Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-12
Holders Change %
-8.51%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
71
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$196M
2
Jane Street
2
Jane Street
New York
$12.2M
3
AI
3
Atria Investments
North Carolina
$5.42M
4
BPA
4
Beacon Pointe Advisors
California
$1.3M
5
DI
5
DFPG Investments
Utah
$1.15M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
PAS
3
Park Avenue Securities
New York
$4.71M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.46M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$968 -$802 -18,563 -45%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$432 +$389 +9 +900%
MHR
128
Matthew Hamilton Rosenberg
$303 – – –
CHP
129
Cable Hill Partners
Oregon
– -$2.3M -54,385 Closed
PA
130
Parkside Advisors
California
– -$971K -23,014 Closed
AWA
131
Arete Wealth Advisors
Illinois
– -$3.15M -15,550 Closed
SPAS
132
Spectrum Planning & Advisory Services
California
– -$426K -10,085 Closed
RIA
133
Regal Investment Advisors
Michigan
– -$403K -9,550 Closed
JC
134
JB Capital
Connecticut
– -$391K -9,276 Closed
BFG
135
Buttonwood Financial Group
Missouri
– -$390K -9,230 Closed
CW
136
CreativeOne Wealth
Kansas
– -$381K -9,028 Closed
TCA
137
Transcend Capital Advisors
New Jersey
– -$367K -8,700 Closed
MYIA
138
Mount Yale Investment Advisors
Colorado
– -$293K -6,942 Closed
WHCI
139
W.H. Cornerstone Investments
Massachusetts
– -$257K -5,934 Closed
CIAS
140
CFS Investment Advisory Services
New Jersey
– -$244K -5,790 Closed
TCMP
141
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$235K -5,568 Closed
WWG
142
West Wealth Group
California
– -$234K -5,557 Closed
D
143
Dentgroup
Louisiana
– -$229K -5,428 Closed
MWM
144
Mattern Wealth Management
Kansas
– -$224K -5,300 Closed
LA
145
LexAurum Advisors
Kansas
– -$220K -5,203 Closed
VC
146
Veracity Capital
Georgia
– -$210K -4,979 Closed
HFA
147
High Falls Advisors
New York
– -$207K -4,912 Closed
IA
148
IFP Advisors
Florida
– -$204K -4,049 Closed
LFA
149
LGT Financial Advisors
Texas
– -$94.1K -2,231 Closed
ACA
150
Aptus Capital Advisors
Alabama
– -$59.7K -1,414 Closed
3 4 5
6
7