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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 %
SWM
126
Sugarloaf Wealth Management
Georgia
$22.4K -$52.2K -1,218 -70%
GWSG
127
GPS Wealth Strategies Group
Colorado
$17.1K – – –
Franklin Resources
128
Franklin Resources
California
$16.3K -$4.2K -98 -21%
APC
129
Aspire Private Capital
North Carolina
$11.5K +$942 +22 +9%
AF
130
Advisornet Financial
Minnesota
$7.71K – – –
LFG
131
Larson Financial Group
Missouri
$4.71K – – –
BC
132
Barrett & Company
Rhode Island
$3K – – –
MG
133
Mather Group
Illinois
$1.51K +$1.51K +35 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$86 +$86 +2 New
BCI
135
Brinker Capital Investments
Pennsylvania
– -$1.82M -42,278 Closed
OPS
136
Orion Portfolio Solutions
Nebraska
– -$1.82M -42,278 Closed
Jane Street
137
Jane Street
New York
– -$1.69M -38,976 Closed
NYLIM
138
New York Life Investment Management
New York
– -$1.26M -29,191 Closed
RJA
139
Raymond James & Associates
Florida
– -$489K -11,294 Closed
AWM
140
AE Wealth Management
Kansas
– -$447K -10,455 Closed
Stifel Financial
141
Stifel Financial
Missouri
– -$251K -5,800 Closed
WS
142
Wedbush Securities
California
– -$247K -5,720 Closed
Morgan Stanley
143
Morgan Stanley
New York
– -$102K -2,368 Closed
OP
144
ORG Partners
Indiana
– -$30.9K -714 Closed
GIA
145
Goodwin Investment Advisory
Georgia
– -$23.4K -542 Closed
AWM
146
Able Wealth Management
New Jersey
– -$10.2K -236 Closed
AC
147
Arjuna Capital
North Carolina
– -$8.05K -186 Closed
TVAMP
148
Tennessee Valley Asset Management Partners
Tennessee
– -$6.23K -144 Closed
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