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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+15,202+3.0%525,409$22.83MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+6,489+7.2%96,390$4.19MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+1,032+12.2%9,486$412.15KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-121,528-94.2%7,469$324.53KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+58,916—58,916$2.56MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7,137—7,137$310.10KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-7,758-24.2%24,237$1.05MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+2,283+3.3%70,839$3.08MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,581+7.6%22,360$971.52KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+378+13.0%3,280$142.53KQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-76,696-32.3%161,071$7.00MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-54,340-79.4%14,099$612.60KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+43,525+11.8%412,309$17.98MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+35,769+88.5%76,171$3.31MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+30,366+143.1%51,593$2.24MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-29,607-7.3%376,418$16.36MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+16,360+80.2%36,760$1.60MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+15,027+23.6%78,761$3.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,635+19.4%65,555$2.85MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-6,552-16.0%34,335$1.49MQ2 2026Aug 14, 2026
Davis Wealth Advisors, LlcSell-5,136-18.7%22,260$967.20KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+4,286+24.0%22,135$961.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+4,113+9.2%48,694$2.12MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,785+6.3%47,230$2.05MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,491+4.3%36,334$1.58MQ2 2026Aug 14, 2026
Guardian Capital LpSell-1,000-7.4%12,600$547.47KQ2 2026Aug 14, 2026
&PartnersBuy+977+17.2%6,673$289.73KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+572+8.3%7,504$326.03KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+354—354$15.38KQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Sell-288-3.0%9,224$400.80KQ2 2026Aug 14, 2026
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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.