iShares ESG Advanced Universal USD Bond ETF
EUSB
53 hedge funds and large institutions have $223M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 6 closing their positions.
567% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 3
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
77% more funds holding
Funds holding: 30 → 53 (+23)
45% more capital invested
Capital invested by funds: $154M → $223M (+$68.9M)
1.73% less ownership
Funds ownership: 104.46% → 102.73% (-1.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.66M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$3.05M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$2.7M |
| 5 |
EH
Equitable Holdings
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$15.9M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.61M |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$658K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$374K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $1K | +$1.25K | +25 | New |
|
52
Wells Fargo
San Francisco,
California
| $1K | +$1.29K | +26 | New |
|
|
FI
53
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$1.61M | -31,825 | Closed |
|
|
CRWM
54
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$658K | -13,075 | Closed |
|
|
55
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$374K | -7,386 | Closed |
|
|
WCFA
56
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$235K | -4,637 | Closed |
|
|
RIA
57
Regal Investment Advisors
Kentwood,
Michigan
| – | -$234K | -4,618 | Closed |
|
|
PWM
58
Perigon Wealth Management
San Francisco,
California
| – | -$20K | -392 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
EUSB Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2021, worth a combined $223M — up 45% from $154M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EUSB positions and 6 closed out — a net gain of 23 holders — while 20 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $58.2M. The largest seller was BlackRock, cutting an estimated $15.9M.
- 53 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $223M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2021, up 45% quarter-over-quarter.
- 29 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2021 and 6 closed out, a net change of +23 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $58.2M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2021 was BlackRock, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2021.