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iShares ESG Advanced Total USD Bond Market ETF
EUSB

Overview Fund Activity

70 hedge funds and large institutions have $305M invested in iShares ESG Advanced Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$206M
2
5L
2
55I LLC
Massachusetts
$9.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$19.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$8.6M
5
KFS
5
Kelly Financial Services
Massachusetts
$2.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
NL
3
NWAM LLC
Washington
$528K
4
FTUS
4
Flow Traders U.S.
New York
$732K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$206M 4,150,942 +1,068,241 +35%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.2M 385,914 +63,399 +20%
5L
3
55I LLC
Massachusetts
$9.88M 198,727 +77,086 +63%
MML Investors Services
4
MML Investors Services
Massachusetts
$8.6M 172,969 +57,426 +50%
PAS
5
Park Avenue Securities
New York
$7.5M 150,884 +44,584 +42%
OWA
6
One Wealth Advisors
California
$5.34M 107,321 +40,926 +62%
WP
7
WealthSource Partners
California
$4.17M 83,928 +10,681 +15%
HGWM
8
Horst & Graben Wealth Management
Oregon
$3.25M 65,377 +4,503 +7%
BCM
9
Brookstone Capital Management
Illinois
$2.77M 55,662 +15,024 +37%
EH
10
Equitable Holdings
New York
$2.73M 54,992 +2,916 +6%
Prudential Financial
11
Prudential Financial
New Jersey
$2.47M 49,682 +20,097 +68%
KFS
12
Kelly Financial Services
Massachusetts
$2.43M 120,872 +120,524 +34,633%
LRIA
13
Leonard Rickey Investment Advisors
Washington
$2.32M 46,196 +26,946 +140%
SHJ
14
Sharkey, Howes & Javer
Colorado
$1.88M 37,822 +9,432 +33%
LPL Financial
15
LPL Financial
California
$1.82M 36,628 +14,143 +63%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.52M 30,567 +30,567 New
Betterment LLC
17
Betterment LLC
New York
$1.45M 29,118 +29,118 New
Jane Street
18
Jane Street
New York
$1.26M 25,281 +25,281 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M 24,190 +2,375 +11%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.08M 7,385 – –
CCG
21
Capital CS Group
California
$991K 19,938 +12,861 +182%
VHAM
22
Van Hulzen Asset Management
California
$874K 17,588 – –
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$863K 17,327 +17,327 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$772K 15,521 +15,521 New
WA
25
Wealth Alliance
New York
$766K 15,415 +7,504 +95%
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