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iShares ESG Advanced Universal USD Bond ETF
EUSB

53 hedge funds and large institutions have $223M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

77% more funds holding

Funds holding: 30 → 53 (+23)

45% more capital invested

Capital invested by funds: $154M → $223M (+$68.9M)

1.73% less ownership

Funds ownership: 104.46% → 102.73% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
53
Holders Change
+23
Holders Change %
+76.67%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
20
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.66M
3
5L
55I LLC
Massachusetts
+$3.05M
4
PAS
Park Avenue Securities
New York
+$2.7M
5
EH
Equitable Holdings
New York
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15.9M
2
FI
FormulaFolio Investments
Michigan
-$1.61M
3
CRWM
Castle Rock Wealth Management
California
-$658K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$374K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$462K +$469K +9,416 New
WS
27
Wedbush Securities
California
$450K +$457K +9,171 New
SB
28
Strategic Blueprint
Georgia
$450K +$457K +9,174 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$428K +$62.8K +1,261 +17%
SPAS
30
Spectrum Planning & Advisory Services
California
$425K +$136K +2,725 +46%
WA
31
Wealth Alliance
New York
$388K +$394K +7,911 New
CCG
32
Capital CS Group
California
$347K +$352K +7,077 New
KAS
33
Kestra Advisory Services
Texas
$333K +$338K +6,790 New
Stifel Financial
34
Stifel Financial
Missouri
$317K +$123K +2,466 +62%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$313K – – –
SWM
36
SigFig Wealth Management
California
$279K +$284K +5,700 New
TCA
37
Transcend Capital Advisors
New Jersey
$214K +$217K +4,361 New
ASN
38
Advisory Services Network
Georgia
$212K -$697 -14 -0.3%
WIA
39
World Investment Advisors
California
$205K +$208K +4,173 New
GIA
40
Goodwin Investment Advisory
Georgia
$112K +$19K +381 +20%
WP
41
WealthShield Partners
North Carolina
$70K +$71.1K +1,429 New
HI
42
Harbour Investments
Wisconsin
$34K +$34K +684 New
SFS
43
Sowell Financial Services
Arkansas
$34K +$34.2K +687 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$20K +$20.1K +403 New
KFS
45
Kelly Financial Services
Massachusetts
$17.1K +$17.3K +348 New
APA
46
American Portfolios Advisors
New York
$8.38K +$8.51K +171 New
IA
47
IFP Advisors
Florida
$7K +$6.82K +137 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7K +$8.02K +161 New
GFPC
49
Global Financial Private Client
Florida
$5.06K +$5.13K +103 New
NFSG
50
Newbridge Financial Services Group
Florida
$3K +$3.44K +69 New
1
2
3

EUSB Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2021, worth a combined $223M — up 45% from $154M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EUSB positions and 6 closed out — a net gain of 23 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $58.2M. The largest seller was BlackRock, cutting an estimated $15.9M.

  • 53 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2021, up from 30 in Q4 2020.
  • Funds reported $223M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2021, up 45% quarter-over-quarter.
  • 29 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2021 and 6 closed out, a net change of +23 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $58.2M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2021 was BlackRock, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2021.