ISHARES ESG ADV TOT USD BOND (EUSB) Institutional Ownership Changes & 13F Activity
ISHARES ESG ADV TOT USD BOND (EUSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Goldman Sachs Group Inc, Mercer Global Advisors Inc, Jane Street Group, Llc, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +15,202 | +3.0% | 525,409 | $22.83M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +6,489 | +7.2% | 96,390 | $4.19M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,032 | +12.2% | 9,486 | $412.15K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -121,528 | -94.2% | 7,469 | $324.53K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +58,916 | — | 58,916 | $2.56M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +7,137 | — | 7,137 | $310.10K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -7,758 | -24.2% | 24,237 | $1.05M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +2,283 | +3.3% | 70,839 | $3.08M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +1,581 | +7.6% | 22,360 | $971.52K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +378 | +13.0% | 3,280 | $142.53K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -76,696 | -32.3% | 161,071 | $7.00M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -54,340 | -79.4% | 14,099 | $612.60K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +43,525 | +11.8% | 412,309 | $17.98M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +35,769 | +88.5% | 76,171 | $3.31M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +30,366 | +143.1% | 51,593 | $2.24M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -29,607 | -7.3% | 376,418 | $16.36M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +16,360 | +80.2% | 36,760 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +15,027 | +23.6% | 78,761 | $3.42M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,635 | +19.4% | 65,555 | $2.85M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Sell | -6,552 | -16.0% | 34,335 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Davis Wealth Advisors, Llc | Sell | -5,136 | -18.7% | 22,260 | $967.20K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +4,286 | +24.0% | 22,135 | $961.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +4,113 | +9.2% | 48,694 | $2.12M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,785 | +6.3% | 47,230 | $2.05M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,491 | +4.3% | 36,334 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Guardian Capital Lp | Sell | -1,000 | -7.4% | 12,600 | $547.47K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +977 | +17.2% | 6,673 | $289.73K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +572 | +8.3% | 7,504 | $326.03K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +354 | — | 354 | $15.38K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Sell | -288 | -3.0% | 9,224 | $400.80K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about EUSB activity
Which institutional owners are buying EUSB?
Institutional owners buying EUSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EUSB activity?
"Buy" means an investor increased their reported position in EUSB compared to the prior reporting period. This reflects growing exposure to ISHARES ESG ADV TOT USD BOND (EUSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EUSB increasing?
Institutional interest in EUSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.