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iShares ESG Advanced Universal USD Bond ETF
EUSB

108 hedge funds and large institutions have $862M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

31% more capital invested

Capital invested by funds: $659M → $862M (+$203M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.96% less ownership

Funds ownership: 106.61% → 105.65% (-0.96%)

2% less funds holding

Funds holding: 110 → 108 (-2)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
61
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$214M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$12.4M
3
5L
55I LLC
Massachusetts
+$7.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.77M
5
OWA
One Wealth Advisors
California
+$5.59M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$4.25M
2
CCG
Capital CS Group
California
-$3.09M
3
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
-$1.97M
4
CHP
Cable Hill Partners
Oregon
-$1.96M
5
PAG
Private Advisor Group
New Jersey
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$710K -$76K -1,597 -9%
TCA
52
Transcend Capital Advisors
New Jersey
$686K +$177K +3,728 +34%
VWA
53
VERITY Wealth Advisors
United States
$612K – – –
BAAM
54
Baker Avenue Asset Management
California
$607K -$926K -19,445 -60%
T
55
TCWP
Ohio
$605K -$2.48K -52 -0.4%
AAS
56
Avantax Advisory Services
Texas
$577K +$255K +5,347 +76%
BAM
57
Baldrige Asset Management
Pennsylvania
$571K +$585K +12,283 New
Stifel Financial
58
Stifel Financial
Missouri
$568K +$119K +2,499 +26%
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$541K -$1.97M -41,479 -78%
RIA
60
Regal Investment Advisors
Michigan
$520K -$904 -19 -0.2%
ASN
61
Advisory Services Network
Georgia
$503K -$4.62K -97 -0.9%
OPS
62
Orion Portfolio Solutions
Nebraska
$468K +$11.6K +244 +2%
BFG
63
Buttonwood Financial Group
Missouri
$456K +$468K +9,831 New
CAN
64
Cetera Advisor Networks
California
$436K +$227K +4,763 +103%
JBA
65
Johnson Bixby & Associates
Washington
$405K +$114K +2,385 +38%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$405K +$120K +2,515 +40%
PWA
67
Physician Wealth Advisors
Utah
$394K +$31.7K +666 +8%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$369K +$154K +3,238 +69%
RJA
69
Raymond James & Associates
Florida
$340K +$348K +7,320 New
MSWMA
70
Market Street Wealth Management Advisors
Indiana
$336K +$66.5K +1,398 +24%
Comerica Bank
71
Comerica Bank
Texas
$331K +$351K +7,381 New
IFWM
72
Institute for Wealth Management
Colorado
$327K +$7.33K +154 +2%
DFA
73
DHK Financial Advisors
New Hampshire
$321K – – –
TWP
74
Transparent Wealth Partners
Arkansas
$321K +$328K +6,899 New
SCA
75
Snowden Capital Advisors
New York
$316K +$60.9K +1,279 +23%
1 2
3
4 5

EUSB Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2022, worth a combined $862M — up 31% from $659M a quarter earlier.

Fund positioning in EUSB was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 61 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.25M sold.

  • 108 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $862M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 17 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2022 was BlackRock, an estimated $214M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2022.