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iShares ESG Advanced Universal USD Bond ETF
EUSB

84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,225% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

57% more capital invested

Capital invested by funds: $305M → $478M (+$173M)

20% more funds holding

Funds holding: 70 → 84 (+14)

1.62% less ownership

Funds ownership: 104.97% → 103.35% (-1.6%)

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$121M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.2M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.26M
4
PAS
Park Avenue Securities
New York
+$5.04M
5
LPL Financial
LPL Financial
California
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$2.43M
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$863K
3
FTUS
Flow Traders U.S.
New York
-$732K
4
WP
WealthShield Partners
North Carolina
-$73K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$452K -$37K -740 -8%
CW
52
CreativeOne Wealth
Kansas
$429K +$204K +4,084 +90%
RIA
53
Regal Investment Advisors
Michigan
$386K +$101K +2,029 +35%
CA
54
Continuum Advisory
Idaho
$359K +$362K +7,240 New
BRWA
55
B. Riley Wealth Advisors
Florida
$355K +$114K +2,276 +47%
OPS
56
Orion Portfolio Solutions
Nebraska
$314K +$71.5K +1,430 +29%
NCM
57
Northwest Capital Management
Oregon
$276K – – –
WIA
58
World Investment Advisors
California
$271K +$55.3K +1,107 +25%
AAS
59
Avantax Advisory Services
Texas
$270K +$272K +5,437 New
CRWM
60
Castle Rock Wealth Management
California
$251K +$45.4K +908 +22%
IFWM
61
Institute for Wealth Management
Colorado
$242K +$244K +4,883 New
CFG
62
Cooper Financial Group
California
$229K +$230K +4,608 New
CAN
63
Cetera Advisor Networks
California
$226K +$228K +4,561 New
RPG
64
Resource Planning Group
Georgia
$200K +$202K +4,039 New
HI
65
Harbour Investments
Wisconsin
$193K +$148K +2,960 +319%
APA
66
American Portfolios Advisors
New York
$133K -$8K -160 -6%
PCG
67
Private Capital Group
Connecticut
$131K +$32.1K +642 +32%
BAM
68
Belpointe Asset Management
Nevada
$111K +$11.1K +222 +11%
AF
69
Allworth Financial
California
$110K +$111K +2,218 New
BlackRock
70
BlackRock
New York
$63K +$63.3K +1,267 New
AF
71
Advisornet Financial
Minnesota
$57K +$54.3K +1,086 +1,841%
GI
72
Gradient Investments
Minnesota
$41K +$41.3K +826 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$34K +$33.8K +676 New
TFS
74
TrustCore Financial Services
Tennessee
$30K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$26K +$300 +6 +1%
1 2
3
4

EUSB Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2021, worth a combined $478M — up 57% from $305M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EUSB positions and 5 closed out — a net gain of 15 holders — while 53 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Kelly Financial Services, exiting entirely with an estimated $2.43M sold.

  • 84 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $478M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2021, up 57% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2021 and 5 closed out, a net change of +15 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $121M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2021.