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iShares ESG Advanced Universal USD Bond ETF
EUSB

84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,225% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

57% more capital invested

Capital invested by funds: $305M → $478M (+$173M)

20% more funds holding

Funds holding: 70 → 84 (+14)

1.62% less ownership

Funds ownership: 104.97% → 103.35% (-1.6%)

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$121M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.2M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.26M
4
PAS
Park Avenue Securities
New York
+$5.04M
5
LPL Financial
LPL Financial
California
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$2.43M
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$863K
3
FTUS
Flow Traders U.S.
New York
-$732K
4
WP
WealthShield Partners
North Carolina
-$73K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SigFig Wealth Management
California
$1.25M +$644K +12,877 +105%
FAAM
27
First Ascent Asset Management
Colorado
$1.19M +$1.19M +23,897 New
AWM
28
AE Wealth Management
Kansas
$1.09M +$544K +10,886 +98%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.08M +$389K +7,786 +56%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.07M +$307K +6,132 +40%
SB
31
Strategic Blueprint
Georgia
$1.01M +$338K +6,761 +50%
CCG
32
Capital CS Group
California
$989K -$1.7K -34 -0.2%
WA
33
Wealth Alliance
New York
$980K +$217K +4,347 +28%
CHP
34
Cable Hill Partners
Oregon
$972K +$980K +19,608 New
CFD
35
Creative Financial Designs
Indiana
$931K +$299K +5,974 +47%
Citadel Advisors
36
Citadel Advisors
Florida
$812K +$819K +16,375 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$783K +$790K +15,795 New
GIA
38
Goodwin Investment Advisory
Georgia
$780K +$652K +13,050 +487%
WS
39
Wedbush Securities
California
$734K +$142K +2,835 +24%
SPIA
40
Steward Partners Investment Advisory
New York
$726K +$218K +4,357 +42%
SPAS
41
Spectrum Planning & Advisory Services
California
$651K +$171K +3,411 +35%
NAG
42
Northstar Advisory Group
New Jersey
$651K +$657K +13,137 New
VWM
43
Venturi Wealth Management
Texas
$613K +$618K +12,355 New
TI
44
tru Independence
Oregon
$611K – – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$576K +$37.3K +746 +7%
NL
46
NWAM LLC
Washington
$528K +$1.45K +29 +0.3%
ASN
47
Advisory Services Network
Georgia
$526K +$89.1K +1,782 +20%
TCA
48
Transcend Capital Advisors
New Jersey
$510K +$266K +5,312 +106%
Stifel Financial
49
Stifel Financial
Missouri
$482K -$10K -201 -2%
FHA
50
First Horizon Advisors
Tennessee
$458K +$409K +8,173 +755%
1
2
3 4

EUSB Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2021, worth a combined $478M — up 57% from $305M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EUSB positions and 5 closed out — a net gain of 15 holders — while 53 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Kelly Financial Services, exiting entirely with an estimated $2.43M sold.

  • 84 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $478M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2021, up 57% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2021 and 5 closed out, a net change of +15 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $121M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2021.