We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF
EUSB

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more funds holding

Funds holding: 140 → 157 (+17)

12% more capital invested

Capital invested by funds: $530M → $594M (+$64.1M)

0.78% more ownership

Funds ownership: 83.66% → 84.43% (+0.78%)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$10.4M
2
OWA
One Wealth Advisors
California
+$5.76M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.34M
4
JPG
Jordan Park Group
California
+$3.26M
5
BlackRock
BlackRock
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$656K
3
OIA
OneDigital Investment Advisors
Kansas
-$542K
4
SI
Seeds Investor
New York
-$491K
5
CHP
Cable Hill Partners
Oregon
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
26
Horst & Graben Wealth Management
Oregon
$2.39M +$182K +4,171 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.26M +$316K +7,255 +17%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$2.16M -$10.1K -231 -0.5%
UCFA
29
United Capital Financial Advisors
Texas
$2.09M -$10.3K -235 -0.5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.91M +$141K +3,235 +8%
BAAM
31
Baker Avenue Asset Management
California
$1.89M +$323K +7,411 +21%
EH
32
Equitable Holdings
New York
$1.87M +$10.2K +234 +0.6%
MIS
33
Morningstar Investment Services
Illinois
$1.75M +$292K +6,693 +21%
CAM
34
Clarity Asset Management
Iowa
$1.57M +$1.55M +35,549 New
Betterment LLC
35
Betterment LLC
New York
$1.53M -$7.76K -178 -0.5%
SHJ
36
Sharkey, Howes & Javer
Colorado
$1.49M +$31.6K +725 +2%
OIA
37
OneDigital Investment Advisors
Kansas
$1.42M -$542K -12,432 -28%
JBA
38
Johnson Bixby & Associates
Washington
$1.3M -$183K -4,185 -12%
AssetMark Inc
39
AssetMark Inc
California
$1.26M +$289K +6,633 +30%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.24M +$52.9K +1,213 +5%
SVWG
41
Shared Vision Wealth Group
United States
$1.24M +$3.27K +75 +0.3%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.17M -$71.5K -1,639 -6%
VHAM
43
Van Hulzen Asset Management
California
$1.1M +$26K +596 +2%
SFP
44
Sandbox Financial Partners
Maryland
$1,000K +$9.64K +221 +1%
FCG
45
Financial Connections Group
California
$982K +$27.7K +635 +3%
Bank of America
46
Bank of America
North Carolina
$971K +$19K +436 +2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$963K +$110K +2,521 +13%
KAS
48
Kestra Advisory Services
Texas
$959K -$2.53K -58 -0.3%
Prudential Financial
49
Prudential Financial
New Jersey
$932K +$121K +2,773 +15%
UBS Group
50
UBS Group
Switzerland
$926K – – –
1
2
3 4 5

EUSB Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2024, worth a combined $594M — up 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EUSB positions and 7 closed out — a net gain of 18 holders — while 76 added to existing stakes and 35 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $10.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.8M sold.

  • 157 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2024, up from 140 in Q2 2024.
  • Funds reported $594M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2024 was Retirement Capital Strategies, an estimated $10.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2024.