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iShares ESG Advanced Universal USD Bond ETF
EUSB

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more capital invested

Capital invested by funds: $500M → $505M (+$4.92M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.01% more ownership

Funds ownership: 85.38% → 85.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.47M
2
AI
Atria Investments
North Carolina
+$3.29M
3
ACA
Affinity Capital Advisors
California
+$3.09M
4
CHP
Cable Hill Partners
Oregon
+$2.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.81M
2
SHJ
Sharkey, Howes & Javer
Colorado
-$3.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
4
BPA
Beacon Pointe Advisors
California
-$1.3M
5
PP
Prudential plc
United Kingdom
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthSource Partners
California
$2M -$130K -3,041 -6%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$1.97M -$19.7K -460 -1%
PWM
28
Perigon Wealth Management
California
$1.96M +$1.7M +39,564 +616%
Prudential Financial
29
Prudential Financial
New Jersey
$1.96M -$124K -2,892 -6%
Betterment LLC
30
Betterment LLC
New York
$1.76M -$340K -7,932 -16%
SHJ
31
Sharkey, Howes & Javer
Colorado
$1.7M -$3.07M -71,479 -64%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.54M +$1.55M +36,157 New
EH
33
Equitable Holdings
New York
$1.52M +$44.1K +1,029 +3%
JBA
34
Johnson Bixby & Associates
Washington
$1.38M +$374K +8,730 +37%
Bank of America
35
Bank of America
North Carolina
$1.07M +$357K +8,315 +49%
MPW
36
MA Private Wealth
California
$1.05M +$24.5K +570 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.03M +$76K +1,771 +8%
DI
38
DFPG Investments
Utah
$1.03M -$113K -2,633 -10%
VHAM
39
Van Hulzen Asset Management
California
$965K – – –
AssetMark Inc
40
AssetMark Inc
California
$937K +$103K +2,402 +12%
CFG
41
Carr Financial Group
Massachusetts
$921K +$4.42K +103 +0.5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$899K +$13.7K +319 +2%
KAS
43
Kestra Advisory Services
Texas
$880K +$39.9K +929 +5%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$857K -$189K -4,414 -18%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$834K +$13.9K +323 +2%
UBS Group
46
UBS Group
Switzerland
$823K -$16.8K -391 -2%
VWA
47
VERITY Wealth Advisors
United States
$823K – – –
AWM
48
AE Wealth Management
Kansas
$772K +$67K +1,561 +9%
BCM
49
Brookstone Capital Management
Illinois
$760K +$558 +13 +0.1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$719K +$189K +4,409 +35%
1
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EUSB Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2023, worth a combined $505M — up 0.98% from $500M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EUSB positions and 12 closed out — a net gain of 2 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $3.47M. The largest seller was Jane Street, cutting an estimated $8.81M.

  • 130 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $505M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2023, up 0.98% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2023 was BlackRock, an estimated $3.47M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2023.