EUSB

Ishr Esg Advn Universal Bd-$

-$8.3M

Net Activity

Institutions Holding

160

Popularity Rank

#3426

Avg Weight

0.22%

Total Value

$537.8M

Ownership Trend

160 institutions currently hold EUSB, with 97 net buyers and 42 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

42

Net Buying Institutions

97

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$225.9M
IL
IMPACTfolio, LLC
$27.0M
LF
LPL Financial LLC
$26.2M
EA
Envestnet Asset Management INC
$22.2M
TF
Thrivent Financial for Lutherans
$17.7M

Top 5 by Conviction

IL
IMPACTfolio, LLC
11.47%
XF
Xena Financial Planning, LLC
2.24%
SI
Seeds Investor LLC
2.21%
BR
Balanced Rock Investment Advisors LLC
2.09%
B&
Bond & Devick Financial Network, Inc.
1.74%
View all 160 holding institutions

Quarterly Activity

Recent Activity

+$240.0M

Total Buy Value

$333.5M

Total Sell Value

New buy14
Trim36
Add83
Sold out6

97

Net Buyers

42

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHR ESG ADVN UNIVERSAL BD-$ (EUSB)?
Major stakeholders currently include BlackRock, Inc. ($225.9M), IMPACTfolio, LLC ($27.0M), LPL Financial LLC ($26.2M). Based on the latest 13F filings, there are a total of 160 tracked investment funds and institutions maintaining positions in EUSB.
What is the overall institutional sentiment toward EUSB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.3M, driven by 97 managers accumulating shares while 42 reduced their exposure.
Which institutions have been selling or reducing their EUSB positions?
In the latest period, 36 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $333.5M.
Are there any notable investors adding EUSB to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $240.0M.

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