iShares ESG Advanced Universal USD Bond ETF
EUSB
30 hedge funds and large institutions have $154M invested in iShares ESG Advanced Universal USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
500% more funds holding
Funds holding: 5 → 30 (+25)
206% more capital invested
Capital invested by funds: $50.2M → $154M (+$104M)
61.49% less ownership
Funds ownership: 165.96% → 104.46% (-61%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$96.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.52M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.37M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$3.04M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$22.5M |
| 2 |
Jane Street
New York
|
-$6.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| $234K | +$233K | +4,618 | New |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $224K | +$223K | +4,414 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $220K | +$219K | +4,337 | New |
|
29
Stifel Financial
St. Louis,
Missouri
| $202K | +$201K | +3,991 | New |
|
|
GIA
30
Goodwin Investment Advisory
Woodstock,
Georgia
| $94K | +$94.4K | +1,871 | New |
|
|
PWM
31
Perigon Wealth Management
San Francisco,
California
| $20K | +$19.8K | +392 | New |
|
|
32
Jane Street
New York
| – | -$6.39M | -126,666 | Closed |
|
EUSB Hedge Fund Activity: Q4 2020 in Review
30 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q4 2020, worth a combined $154M — up 206% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EUSB positions and 2 closed out — a net gain of 25 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $96.5M. The largest seller was Flow Traders U.S., cutting an estimated $22.5M.
- 30 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q4 2020, up from 5 in Q3 2020.
- Funds reported $154M of iShares ESG Advanced Universal USD Bond ETF stock for Q4 2020, up 206% quarter-over-quarter.
- 27 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q4 2020 and 2 closed out, a net change of +25 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $96.5M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q4 2020 was Flow Traders U.S., an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2020.