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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

140 hedge funds and large institutions have $530M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$212M
2
Jane Street
2
Jane Street
New York
$2.64M
3
OMC
3
Old Mission Capital
Illinois
$2.8M
4
SWM
4
SigFig Wealth Management
California
$19M
5
I
5
IMPACTfolio
Colorado
$17.2M

Top Sellers

1
OWA
1
One Wealth Advisors
California
$0
2
FCG
2
Financial Connections Group
California
$917K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$405K
4
CAM
4
Clarity Asset Management
Iowa
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$26.2K -$510 -12 -2%
CFO
127
CVA Family Office
Colorado
$25.6K – – –
SWM
128
Sugarloaf Wealth Management
Georgia
$22.3K – – –
Franklin Resources
129
Franklin Resources
California
$18.7K +$2.55K +60 +16%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$15K -$19.8K -469 -57%
AIC
131
Archer Investment Corporation
Indiana
$13.6K -$22.6K -531 -62%
SWM
132
Spire Wealth Management
Virginia
$12.5K -$158K -3,710 -93%
FVIM
133
Fort Vancouver Investment Management
Washington
$8.94K +$8.94K +210 New
AF
134
Advisornet Financial
Minnesota
$7.66K – – –
LFG
135
Larson Financial Group
Missouri
$4.68K – – –
BC
136
Barrett & Company
Rhode Island
$2.98K – – –
MG
137
Mather Group
Illinois
$1.29K -$214 -5 -14%
TAM
138
Tucker Asset Management
Colorado
$1.02K +$1.02K +24 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$85 – – –
Morgan Stanley
140
Morgan Stanley
New York
$65 +$65 +1 New
OWA
141
One Wealth Advisors
California
– -$5.73M -133,831 Closed
CAM
142
Clarity Asset Management
Iowa
– -$1.42M -33,261 Closed
LNC
143
Lincoln National Corp
Pennsylvania
– -$891K -20,804 Closed
RCS
144
Retirement Capital Strategies
California
– -$769K -17,954 Closed
IWA
145
Invera Wealth Advisors
Oregon
– -$426K -10,219 Closed
SAG
146
SageView Advisory Group
California
– -$588K -9,286 Closed
BWS
147
Buck Wealth Strategies
Colorado
– -$253K -5,916 Closed
MWM
148
Modera Wealth Management
New Jersey
– -$207K -4,842 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
– -$30.5K -712 Closed
APC
150
Aspire Private Capital
North Carolina
– -$11.5K -268 Closed
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