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iShares ESG Advanced Universal USD Bond ETF

108 hedge funds and large institutions have $862M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

31% more capital invested

Capital invested by funds: $659M → $862M (+$203M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.96% less ownership

Funds ownership: 106.61%105.65% (-0.96%)

2% less funds holding

Funds holding: 110108 (-2)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
61
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$2.28M -$11.3K -237 -0.5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.25M -$157K -3,303 -6%
AWM
28
AE Wealth Management
Kansas
$2.21M -$251K -5,271 -10%
APW
29
Austin Private Wealth
Texas
$1.97M +$197K +4,129 +11%
VHAM
30
Van Hulzen Asset Management
California
$1.76M +$377K +7,930 +26%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M -$72.3K -1,518 -5%
FCG
32
Financial Connections Group
California
$1.35M +$65.5K +1,377 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.3M +$61.5K +1,292 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.28M +$6.38K +134 +0.5%
SB
35
Strategic Blueprint
Georgia
$1.25M -$79.1K -1,661 -6%
WA
36
Wealth Alliance
New York
$1.16M +$52.6K +1,104 +5%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.13M +$795K +16,695 +209%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.12M +$715K +15,015 +164%
CW
39
CreativeOne Wealth
Kansas
$1.07M +$252K +5,295 +30%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.04M +$69.2K +1,454 +7%
TI
41
tru Independence
Oregon
$1.01M +$451K +9,472 +77%
KFSC
42
Keystone Financial Services (Colorado)
Colorado
$926K +$202K +4,247 +25%
VWM
43
Venturi Wealth Management
Texas
$912K +$90.5K +1,901 +11%
CFD
44
Creative Financial Designs
Indiana
$907K +$7K +147 +0.8%
AG
45
Ascent Group
Virginia
$903K -$227K -4,774 -20%
SPIA
46
Steward Partners Investment Advisory
New York
$886K +$142K +2,982 +19%
SWA
47
Stratos Wealth Advisors
Ohio
$786K +$179K +3,764 +29%
GIA
48
Goodwin Investment Advisory
Georgia
$772K +$72.7K +1,527 +10%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$747K -$305K -6,410 -28%
SPAS
50
Spectrum Planning & Advisory Services
California
$725K -$24K -505 -3%

EUSB Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2022, worth a combined $862M — up 31% from $659M a quarter earlier.

Fund positioning in EUSB was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 61 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.25M sold.

  • 108 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $862M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 17 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2022 was BlackRock, an estimated $214M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2022.