iShares ESG Advanced Universal USD Bond ETF
EUSB
131 hedge funds and large institutions have $514M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 36
2.06% more ownership
Funds ownership: 85.39% → 87.45% (+2.1%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
2% more capital invested
Capital invested by funds: $505M → $514M (+$9.05M)
1% more funds holding
Funds holding: 130 → 131 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.83M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$3.1M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.1M |
| 2 |
BlackRock
New York
|
-$3.93M |
| 3 |
ACA
Affinity Capital Advisors
Berkeley,
California
|
-$3.74M |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$3.11M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
EUSB Hedge Fund Activity: Q3 2023 in Review
131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2023, worth a combined $514M — up 1.8% from $505M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EUSB positions and 11 closed out — a net gain of 1 holder — while 67 added to existing stakes and 36 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $12.5M. The largest seller was Envestnet Asset Management, cutting an estimated $39.1M.
- 131 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2023, up from 130 in Q2 2023.
- Funds reported $514M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
- 12 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2023 and 11 closed out, a net change of +1 holder.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $12.5M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $39.1M sold.
Based on aggregated 13F filings for Q3 2023.