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iShares ESG Advanced Universal USD Bond ETF

117 hedge funds and large institutions have $799M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 108117 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

7% less capital invested

Capital invested by funds: $862M → $799M (-$63.6M)

7.56% less ownership

Funds ownership: 105.65%98.09% (-7.6%)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
45
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Goodwin Investment Advisory
Georgia
$805K +$74.2K +1,666 +10%
SWA
52
Stratos Wealth Advisors
Ohio
$787K +$43.6K +978 +6%
FHA
53
First Horizon Advisors
Tennessee
$725K +$735K +16,505 New
IWC
54
Integrated Wealth Concepts
Massachusetts
$724K -$260K -5,840 -26%
SPAS
55
Spectrum Planning & Advisory Services
California
$694K +$8.24K +185 +1%
JBA
56
Johnson Bixby & Associates
Washington
$683K +$304K +6,815 +78%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$678K +$687K +15,415 New
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$668K +$324K +7,271 +92%
WS
59
Wedbush Securities
California
$659K -$13.7K -308 -2%
T
60
TCWP
Ohio
$636K +$64.6K +1,451 +11%
CW
61
CreativeOne Wealth
Kansas
$635K -$382K -8,573 -37%
TI
62
tru Independence
Oregon
$605K -$360K -8,075 -37%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$579K -$130K -2,930 -18%
BAAM
64
Baker Avenue Asset Management
California
$574K
TCA
65
Transcend Capital Advisors
New Jersey
$566K -$83.8K -1,881 -13%
KFSC
66
Keystone Financial Services (Colorado)
Colorado
$559K -$374K -8,388 -40%
BAM
67
Baldrige Asset Management
Pennsylvania
$555K +$15K +337 +3%
AAS
68
Avantax Advisory Services
Texas
$505K -$40.4K -907 -7%
CAN
69
Cetera Advisor Networks
California
$490K +$78.9K +1,771 +19%
RIA
70
Regal Investment Advisors
Michigan
$466K -$26.9K -603 -5%
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$462K -$55.8K -1,253 -11%
OPS
72
Orion Portfolio Solutions
Nebraska
$444K +$1.02K +23 +0.2%
BFG
73
Buttonwood Financial Group
Missouri
$425K -$8.28K -186 -2%
PWA
74
Physician Wealth Advisors
Utah
$406K +$8.11K +182 +2%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$379K +$61.8K +1,388 +19%

EUSB Hedge Fund Activity: Q2 2022 in Review

117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2022, worth a combined $799M — down 7.4% from $862M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EUSB positions and 8 closed out — a net gain of 9 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $10.1M. The largest seller was 55I LLC, exiting entirely with an estimated $22.8M sold.

  • 117 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2022, up from 108 in Q1 2022.
  • Funds reported $799M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 17 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $10.1M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2022 was 55I LLC, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2022.