iShares ESG Advanced Total USD Bond Market

EUSB • ARCA

iShares ESG Advanced Total USD Bond Market is an exchange-traded fund on ARCA. As of Q3 2025, 150 institutional investors hold shares in this ETF, with total holdings valued at $542.9M. BlackRock, Inc. is the largest holder with a position valued at $230.6M.

Overview

Overview of institutional ownership in EUSB as of Q3 2025

All Institutions

Institutions: 150
Value Held: $542.9M
Shares Held: 12.4M
Avg Position: $3.6M
Median Position: $563.6K

Hedge Funds

Hedge Funds: 1
Value Held: $12.8M
Shares Held: 290.7K
Avg Position: $12.8M
Median Position: $12.8M

Biggest Investors

Institutions with the largest positions in EUSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$230.6M 0.00% of portfolio	5.2M shares	Q2 2020 Held for 5y 5m	$5.67T
SigFig Wealth Management, LLC RIA/Wealth	Michael Tai Sha CEO	$27.0M 0.84% of portfolio	614.7K shares	Q1 2021 Held for 4y 8m	$3.2B
IMPACTfolio, LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	$23.0M 9.90% of portfolio	522.7K shares	Q4 2021 Held for 3y 11m	$231.8M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$22.2M 0.01% of portfolio	504.3K shares	Q4 2020 Held for 4y 11m	$341.99B
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$20.0M 0.04% of portfolio	456.1K shares	Q4 2020 Held for 4y 11m	$48.0B
L LPL Financial LLC Institution	-	$18.2M 0.01% of portfolio	415.2K shares	Q1 2021 Held for 4y 8m	$340.07B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$16.3M 0.00% of portfolio	371.1K shares	Q3 2023 Held for 2y 2m	$1.56T
SEEDS INVESTOR LLC Long Only Manager	Zachary Adam Conway CEO	$15.2M 3.20% of portfolio	345.1K shares	Q4 2023 Held for 1y 11m	$473.3M
J JONES FINANCIAL COMPANIES LLLP Institution	-	$13.1M 0.01% of portfolio	298.5K shares	Q4 2021 Held for 3y 11m	$146.70B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$12.8M 0.01% of portfolio	290.7K shares	Q3 2024 Held for 1y 2m	$122.08B

Net Capital Flow

Institutional buying and selling activity for EUSB in Q3 2025

Traded: −$48.7M
Buyers: 79
Sellers: 76
Total Bought: +$54.9M
Total Sold: −$103.6M
Avg Position: $3.1M

Biggest Buyers

Institution	Net Bought	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$19.5M +444.8K shares	$20.0M 456.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$12.8M +290.7K shares	$12.8M 290.7K shares
J JANE STREET GROUP, LLC Institution	+$3.5M +78.9K shares	$4.9M 110.9K shares
F FLOW TRADERS U.S. LLC Institution	+$2.4M +53.8K shares	$3.4M 76.3K shares
SigFig Wealth Management, LLC RIA/Wealth	+$2.1M +48.5K shares	$27.0M 614.7K shares
IMPACTfolio, LLC RIA/Wealth	+$1.9M +43.7K shares	$23.0M 522.7K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$1.8M +41.3K shares	$13.1M 298.5K shares
B BlackRock, Inc. Institution	+$1.3M +29.6K shares	$230.6M 5.2M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.2M +28.2K shares	$1.6M 36.5K shares
SEEDS INVESTOR LLC Long Only Manager	+$640.3K +14.6K shares	$15.2M 345.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$48.0M −1.1M shares	$22.2M 504.3K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$11.9M −272.1K shares	$4.1M 93.3K shares
L LPL Financial LLC Institution	−$8.9M −202.2K shares	$18.2M 415.2K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$8.4M −190.9K shares	$2.9M 66.6K shares
Cetera Investment Advisers RIA/Wealth	−$3.8M −86.7K shares	$2.7M 60.6K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$3.2M −73.9K shares	$1.1M 24.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$2.3M −52.9K shares	$1.6M 35.8K shares
Horst & Graben Wealth Management LLC RIA/Wealth	−$1.1M −24.8K shares	$918.3K 20.9K shares
JPMORGAN CHASE & CO Institution	−$1.1M −24.7K shares	$16.3M 371.1K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$1.0M −23.8K shares	$877.0K 20.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EUSB in Q3 2025

New Positions: 9
New Value: $1.4M
Exited Positions: 26
Exited Value: $6.0M

New Positions

Institution	Position Value
Sonoma Allocations LLC RIA/Wealth	$301.4K 6.8K shares
Northeast Financial Group, Inc. RIA/Wealth	$269.8K 6.1K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$248.6K 5.7K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$237.3K 5.4K shares
LIFELONG WEALTH ADVISORS, INC. RIA/Wealth	$206.8K 4.7K shares
MAI Wealth Advisors RIA/Wealth	$59.2K 1.3K shares
Triumph Capital Management RIA/Wealth	$26.6K 605.0 shares
Transamerica Financial Advisors, Inc. Institution	$13.2K 300.0 shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$264.0 6.0 shares

Exited Positions

Institution	Previous Position
Miracle Mile Advisors, LLC RIA/Wealth	$907.7K 20.8K shares
O OLD MISSION CAPITAL LLC Institution	$577.4K 13.3K shares
Investor's Fiduciary Advisor Network, LLC RIA/Wealth	$418.5K 9.6K shares
Bank of New York Mellon Corp Institution	$388.8K 8.9K shares
Merit Financial Group, LLC RIA/Wealth	$384.5K 8.8K shares
We Are One Seven, LLC RIA/Wealth	$368.8K 8.5K shares
C CLS Investments, LLC Institution	$339.1K 7.8K shares
Optas, LLC RIA/Wealth	$335.4K 7.7K shares
Pensionmark Financial Group, LLC Pension/Endowment	$328.8K 7.6K shares
Austin Private Wealth, LLC RIA/Wealth	$322.4K 7.4K shares

Options Activity

Institutions with the largest Call and Put options positions in EUSB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EUSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IMPACTfolio, LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	9.90% $23.0M	522.7K shares	Q4 2021 Held for 3y 11m	$231.8M
SEEDS INVESTOR LLC Long Only Manager	Zachary Adam Conway CEO	3.20% $15.2M	345.1K shares	Q4 2023 Held for 1y 11m	$473.3M
Balanced Rock Investment Advisor RIA/Wealth	Daniel Maclay Flannery President	2.30% $3.1M	70.1K shares	Q4 2023 Held for 1y 11m	$133.8M
Decker Retirement Planning Inc. RIA/Wealth	Brian James Decker President	1.58% $2.9M	65.2K shares	Q4 2024 Held for 11 months	$180.7M
Stewardship Advisors, LLC RIA/Wealth	Wilbur Lee Shertzer Managing Partner	1.10% $4.6M	104.5K shares	Q1 2025 Held for 8 months	$418.2M
RETIREMENT CAPITAL STRATEGIES RIA/Wealth	Thomas Earl Vaughan CEO	1.02% $2.6M	60.3K shares	Q4 2023 Held for 1y 11m	$260.7M
SigFig Wealth Management, LLC RIA/Wealth	Michael Tai Sha CEO	0.84% $27.0M	614.7K shares	Q1 2021 Held for 4y 8m	$3.2B
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	0.48% $3.8M	85.8K shares	Q4 2020 Held for 4y 11m	$784.0M
Skyline Advisors, Inc. RIA/Wealth	William Unrein Owner	0.47% $1.4M	31.3K shares	Q4 2024 Held for 11 months	$290.3M
S Shared Vision Wealth Group LLC RIA/Wealth	Bradley Aaron Sayre Owner	0.45% $1.1M	23.7K shares	Q4 2023 Held for 1y 11m	$233.7M

Hedge Fund Spotlight

Discover hedge funds investing in EUSB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Advanced Total USD Bond Market

Market Value: $12.8M
Shares Held: 290.7K
Portfolio Weight: 0.01%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%