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iShares ESG Advanced Universal USD Bond ETF
EUSB

126 hedge funds and large institutions have $737M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

8% more funds holding

Funds holding: 117 → 126 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.03% less ownership

Funds ownership: 98.09% → 98.06% (-0.03%)

8% less capital invested

Capital invested by funds: $799M → $737M (-$62M)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$11.6M
2
OWA
One Wealth Advisors
California
+$4.32M
3
ASN
Advisory Services Network
Georgia
+$2.96M
4
SWM
SigFig Wealth Management
California
+$2.21M
5
FC
Fulcrum Capital
Washington
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.8M
2
Wells Fargo
Wells Fargo
California
-$9.88M
3
Jane Street
Jane Street
New York
-$4.28M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
5
BlackRock
BlackRock
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Ascent Group
Virginia
$722K -$59.4K -1,357 -7%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$706K +$72.4K +1,652 +11%
SWA
53
Stratos Wealth Advisors
Ohio
$671K -$81.9K -1,869 -10%
GIA
54
Goodwin Investment Advisory
Georgia
$661K -$110K -2,501 -14%
CFD
55
Creative Financial Designs
Indiana
$656K -$160K -3,642 -19%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$645K – – –
UCFA
57
United Capital Financial Advisors
Texas
$639K +$352K +8,030 +111%
FHA
58
First Horizon Advisors
Tennessee
$626K -$67.3K -1,536 -9%
BFG
59
Beacon Financial Group
Texas
$626K +$654K +14,937 New
CAN
60
Cetera Advisor Networks
California
$618K +$159K +3,622 +32%
WS
61
Wedbush Securities
California
$607K -$20.5K -467 -3%
T
62
TCWP
Ohio
$606K +$832 +19 +0.1%
SPAS
63
Spectrum Planning & Advisory Services
California
$592K -$72K -1,643 -10%
OPS
64
Orion Portfolio Solutions
Nebraska
$580K +$166K +3,786 +38%
AF
65
Advisornet Financial
Minnesota
$566K +$583K +13,304 +5,759%
CS
66
Comerica Securities
Michigan
$557K +$245K +5,601 +73%
BAAM
67
Baker Avenue Asset Management
California
$546K – – –
MPW
68
MA Private Wealth
California
$544K +$584K +13,333 New
KFSC
69
Keystone Financial Services (Colorado)
Colorado
$523K +$2.63K +60 +0.5%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$520K -$31.6K -721 -5%
AAS
71
Avantax Advisory Services
Texas
$479K -$1.18K -27 -0.2%
Stifel Financial
72
Stifel Financial
Missouri
$477K +$196K +4,470 +64%
WIA
73
World Investment Advisors
California
$468K +$217K +4,947 +79%
TWP
74
Tempus Wealth Planning
California
$459K +$480K +10,966 New
Citadel Advisors
75
Citadel Advisors
Florida
$420K +$440K +10,041 New
1 2
3
4 5

EUSB Hedge Fund Activity: Q3 2022 in Review

126 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2022, worth a combined $737M — down 7.8% from $799M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EUSB positions and 9 closed out — a net gain of 10 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $11.6M. The largest seller was Envestnet Asset Management, cutting an estimated $16.8M.

  • 126 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2022, up from 117 in Q2 2022.
  • Funds reported $737M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 19 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2022 and 9 closed out, a net change of +10 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $11.6M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.