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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
$10.6M
2
OWA
One Wealth Advisors
California
$5.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.1M
4
JPG
Jordan Park Group
California
$3.31M
5
BlackRock
BlackRock
New York
$224M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
OIA
OneDigital Investment Advisors
Kansas
$1.42M
4
SI
Seeds Investor
New York
$16.2M
5
CHP
Cable Hill Partners
Oregon
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$118K – – –
JWA
127
JFS Wealth Advisors
Pennsylvania
$105K -$2.7K -61 -3%
Morgan Stanley
128
Morgan Stanley
New York
$86.6K +$86.5K +1,953 +195,300%
MWA
129
MFA Wealth Advisors
Pennsylvania
$85.1K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$83.6K +$177 +4 +0.2%
HDIM
131
Hanson & Doremus Investment Management
Vermont
$71K +$9.06K +205 +15%
CA
132
Continuum Advisory
Idaho
$65K -$26.2K -613 -29%
GWSG
133
GPS Wealth Strategies Group
Colorado
$64.9K +$44 +1 +0.1%
CAL
134
Capital Analysts LLC
Pennsylvania
$58K +$15.2K +341 +36%
PCMC
135
Private Capital Management (Colorado)
Colorado
$54.9K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$54.5K -$21.9K -494 -29%
SWM
137
Sugarloaf Wealth Management
Georgia
$39.6K +$16.4K +370 +71%
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$29.5K +$2.22K +50 +8%
OP
139
ORG Partners
Indiana
$29.5K – – –
CFO
140
CVA Family Office
Colorado
$26.6K – – –
Franklin Resources
141
Franklin Resources
California
$22.2K +$3.09K +71 +16%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
AIC
143
Archer Investment Corporation
Indiana
$14.2K – – –
SWM
144
Spire Wealth Management
Virginia
$13K – – –
GRP
145
Global Retirement Partners
California
$10.3K +$10.3K +232 New
FVIM
146
Fort Vancouver Investment Management
Washington
$9.3K – – –
AF
147
Advisornet Financial
Minnesota
$8.24K +$266 +6 +3%
WT
148
Washington Trust
Rhode Island
$7.13K +$7.13K +161 New
LFG
149
Larson Financial Group
Missouri
$4.61K -$266 -6 -5%
NA
150
NewEdge Advisors
Louisiana
$3.32K +$3.32K +75 New
3 4 5
6
7