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iShares ESG Advanced Universal USD Bond ETF
EUSB

70 hedge funds and large institutions have $305M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 2

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $223M → $305M (+$82.4M)

32% more funds holding

Funds holding: 53 → 70 (+17)

2.24% more ownership

Funds ownership: 102.73% → 104.97% (+2.2%)

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
39
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.8M
2
KFS
Kelly Financial Services
Massachusetts
+$5.95M
3
5L
55I LLC
Massachusetts
+$3.81M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.13M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.92M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.09M
3
NL
NWAM LLC
Washington
-$576K
4
FTUS
Flow Traders U.S.
New York
-$35K
5
SFS
Sowell Financial Services
Arkansas
-$34K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
51
World Investment Advisors
California
$216K +$8.69K +176 +4%
CRWM
52
Castle Rock Wealth Management
California
$207K +$205K +4,153 New
APA
53
American Portfolios Advisors
New York
$141K +$132K +2,667 +1,560%
GIA
54
Goodwin Investment Advisory
Georgia
$132K +$21K +425 +19%
BAM
55
Belpointe Asset Management
Nevada
$100K +$99K +2,004 New
PCG
56
Private Capital Group
Connecticut
$100K +$99.1K +2,006 New
WP
57
WealthShield Partners
North Carolina
$73K +$1.93K +39 +3%
FHA
58
First Horizon Advisors
Tennessee
$53K +$53.4K +1,082 New
HI
59
Harbour Investments
Wisconsin
$46K +$12.1K +245 +36%
SWM
60
Spire Wealth Management
Virginia
$33K +$32.9K +666 New
TFS
61
TrustCore Financial Services
Tennessee
$30K +$30K +607 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$26K +$5.93K +120 +30%
NFG
63
Next Financial Group
Texas
$25K +$24.5K +495 New
Bank of America
64
Bank of America
North Carolina
$22K +$21.6K +438 New
LWM
65
Liberty Wealth Management
California
$17K +$16.8K +341 New
GFPC
66
Global Financial Private Client
Florida
$10.4K +$5.29K +107 +104%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$8K – – –
UBS Group
68
UBS Group
Switzerland
$5K +$4.99K +101 New
NFSG
69
Newbridge Financial Services Group
Florida
$3K – – –
AF
70
Advisornet Financial
Minnesota
$3K +$1.68K +34 +136%
BlackRock
71
BlackRock
New York
– -$3.92M -80,000 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$3.09M -62,960 Closed
SFS
73
Sowell Financial Services
Arkansas
– -$34K -687 Closed
IA
74
IFP Advisors
Florida
– -$6.77K -137 Closed
Wells Fargo
75
Wells Fargo
California
– -$1K -26 Closed
1 2
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EUSB Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2021, worth a combined $305M — up 37% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EUSB positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $52.8M. The largest seller was BlackRock, exiting entirely with an estimated $3.92M sold.

  • 70 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $305M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 23 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2021 and 6 closed out, a net change of +17 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $52.8M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2021 was BlackRock, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2021.