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iShares ESG Advanced Universal USD Bond ETF
EUSB

70 hedge funds and large institutions have $305M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 2

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $223M → $305M (+$82.4M)

32% more funds holding

Funds holding: 53 → 70 (+17)

2.24% more ownership

Funds ownership: 102.73% → 104.97% (+2.2%)

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.8M
2
KFS
Kelly Financial Services
Massachusetts
+$5.95M
3
5L
55I LLC
Massachusetts
+$3.81M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.13M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.92M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.09M
3
NL
NWAM LLC
Washington
-$576K
4
FTUS
Flow Traders U.S.
New York
-$35K
5
SFS
Sowell Financial Services
Arkansas
-$34K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$732K -$35K -708 -5%
KAS
27
Kestra Advisory Services
Texas
$703K +$363K +7,344 +108%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$693K +$258K +5,223 +60%
APW
29
Austin Private Wealth
Texas
$680K +$25.5K +517 +4%
SB
30
Strategic Blueprint
Georgia
$674K +$217K +4,387 +48%
CFD
31
Creative Financial Designs
Indiana
$637K +$113K +2,286 +22%
TI
32
tru Independence
Oregon
$614K – – –
SWM
33
SigFig Wealth Management
California
$610K +$325K +6,576 +115%
WS
34
Wedbush Securities
California
$595K +$138K +2,792 +30%
AWM
35
AE Wealth Management
Kansas
$551K +$547K +11,077 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$540K +$537K +10,866 New
NL
37
NWAM LLC
Washington
$528K -$576K -11,665 -52%
SPIA
38
Steward Partners Investment Advisory
New York
$511K +$346 +7 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$507K +$504K +10,202 New
Stifel Financial
40
Stifel Financial
Missouri
$493K +$171K +3,467 +54%
CIAS
41
Capital Investment Advisory Services
North Carolina
$490K +$21.3K +432 +5%
SPAS
42
Spectrum Planning & Advisory Services
California
$483K +$52.1K +1,055 +12%
ASN
43
Advisory Services Network
Georgia
$438K +$222K +4,491 +104%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$313K – – –
RIA
45
Regal Investment Advisors
Michigan
$286K +$284K +5,757 New
NCM
46
Northwest Capital Management
Oregon
$281K +$277K +5,599 New
TCA
47
Transcend Capital Advisors
New Jersey
$251K +$32.3K +654 +15%
OPS
48
Orion Portfolio Solutions
Nebraska
$244K +$242K +4,908 New
BRWA
49
B. Riley Wealth Advisors
Florida
$243K +$241K +4,875 New
CW
50
CreativeOne Wealth
Kansas
$226K +$225K +4,556 New
1
2
3

EUSB Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2021, worth a combined $305M — up 37% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EUSB positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $52.8M. The largest seller was BlackRock, exiting entirely with an estimated $3.92M sold.

  • 70 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $305M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 23 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2021 and 6 closed out, a net change of +17 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $52.8M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2021 was BlackRock, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2021.