EUSB icon

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 %
CFO
126
CVA Family Office
Colorado
$26K +$26K +601 New
OLVIG
127
Oliver Lagore Vanvalin Investment Group
Michigan
$25.9K -$13.4K -310 -34%
GIA
128
Goodwin Investment Advisory
Georgia
$23.4K -$42.7K -987 -65%
ACA
129
Aptus Capital Advisors
Alabama
$23K +$23K +532 New
Franklin Resources
130
Franklin Resources
California
$20.7K -$5.02K -116 -20%
GWSG
131
GPS Wealth Strategies Group
Colorado
$17.3K -$16.5K -381 -49%
APC
132
Aspire Private Capital
North Carolina
$10.6K -$6.1K -141 -36%
AWM
133
Able Wealth Management
New Jersey
$10.2K +$10.2K +236 New
AC
134
Arjuna Capital
North Carolina
$8.05K +$8.05K +186 New
AF
135
Advisornet Financial
Minnesota
$7.79K -$2.73K -63 -26%
TVAMP
136
Tennessee Valley Asset Management Partners
Tennessee
$6.23K +$6.23K +144 New
LFG
137
Larson Financial Group
Missouri
$4.76K – – –
BC
138
Barrett & Company
Rhode Island
$3.03K – – –
AI
139
Atria Investments
North Carolina
– -$9.85M -241,137 Closed
OMC
140
Old Mission Capital
Illinois
– -$2.05M -50,283 Closed
MPW
141
MA Private Wealth
California
– -$1.01M -24,647 Closed
VWA
142
VERITY Wealth Advisors
United States
– -$789K -19,320 Closed
CWM
143
Congress Wealth Management
Massachusetts
– -$558K -13,663 Closed
GC
144
Guardian Capital
Ontario, Canada
– -$558K -13,661 Closed
GAM
145
Gould Asset Management
California
– -$366K -8,950 Closed
BFG
146
Beacon Financial Group
Texas
– -$252K -5,994 Closed
TCA
147
Transcend Capital Advisors
New Jersey
– -$225K -5,497 Closed
DFA
148
DHK Financial Advisors
New Hampshire
– -$218K -5,333 Closed
HPM
149
Hoxton Planning & Management
West Virginia
– -$203K -4,971 Closed
FTUS
150
Flow Traders U.S.
New York
– -$201K -4,921 Closed
3 4 5
6
7