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iShares ESG Advanced Universal USD Bond ETF

172 hedge funds and large institutions have $590M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $553M → $590M (+$36.7M)

2% more funds holding

Funds holding: 169172 (+3)

0.17% less ownership

Funds ownership: 80.32%80.15% (-0.17%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
89
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.03M +$174K +4,046 +10%
IFWM
27
Institute for Wealth Management
Colorado
$2.01M +$1.98M +46,163 New
HGWM
28
Horst & Graben Wealth Management
Oregon
$1.99M +$162K +3,764 +9%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$1.95M -$160K -3,716 -8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.91M +$460K +10,706 +32%
UCFA
31
United Capital Financial Advisors
Texas
$1.83M +$176K +4,091 +11%
OIA
32
OneDigital Investment Advisors
Kansas
$1.79M +$323K +7,513 +22%
BAAM
33
Baker Avenue Asset Management
California
$1.78M -$112K -2,595 -6%
SWP
34
Stratos Wealth Partners
Ohio
$1.74M +$98.9K +2,301 +6%
Raymond James Financial
35
Raymond James Financial
Florida
$1.72M +$102K +2,379 +6%
EH
36
Equitable Holdings
New York
$1.71M +$265K +6,164 +19%
AI
37
Accredited Investors
Minnesota
$1.7M +$245K +5,709 +17%
SW
38
SoFi Wealth
California
$1.68M +$634K +14,749 +62%
PIA
39
Perennial Investment Advisors
California
$1.67M +$946 +22 +0.1%
SHJ
40
Sharkey, Howes & Javer
Colorado
$1.6M +$396K +9,214 +34%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.57M +$1.55M +36,100 New
Wells Fargo
42
Wells Fargo
California
$1.55M -$311K -7,223 -17%
Bank of America
43
Bank of America
North Carolina
$1.54M +$227K +5,279 +18%
Betterment LLC
44
Betterment LLC
New York
$1.54M -$13.7K -319 -0.9%
NA
45
NewEdge Advisors
Louisiana
$1.53M +$169K +3,924 +13%
HTC
46
Haverford Trust Company
Pennsylvania
$1.51M +$1.49M +34,728 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.49M +$791K +18,399 +116%
Jane Street
48
Jane Street
New York
$1.39M -$5.67M -131,894 -80%
JBA
49
Johnson Bixby & Associates
Washington
$1.31M -$28.7K -668 -2%
TFO
50
Tarbox Family Office
California
$1.3M +$2.15K +50 +0.2%

EUSB Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2025, worth a combined $590M — up 6.6% from $553M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EUSB positions and 19 closed out — a net gain of 5 holders — while 89 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $6.19M.

  • 172 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2025, up from 169 in Q1 2025.
  • Funds reported $590M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2025 and 19 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2025 was Balanced Rock Investment Advisors, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2025.