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iShares ESG Advanced Universal USD Bond ETF
EUSB

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more capital invested

Capital invested by funds: $500M → $505M (+$4.92M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.01% more ownership

Funds ownership: 85.38% → 85.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.47M
2
AI
Atria Investments
North Carolina
+$3.29M
3
ACA
Affinity Capital Advisors
California
+$3.09M
4
CHP
Cable Hill Partners
Oregon
+$2.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.81M
2
SHJ
Sharkey, Howes & Javer
Colorado
-$3.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
4
BPA
Beacon Pointe Advisors
California
-$1.3M
5
PP
Prudential plc
United Kingdom
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$710K +$14K +326 +2%
LNC
52
Lincoln National Corp
Pennsylvania
$709K +$496K +11,560 +227%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$706K – – –
CA
54
Cetera Advisors
Colorado
$684K +$67.3K +1,568 +11%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$656K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$613K +$35.7K +833 +6%
SWA
57
Stratos Wealth Advisors
Ohio
$593K -$57.7K -1,346 -9%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$589K +$201K +4,685 +51%
IWC
59
Integrated Wealth Concepts
Massachusetts
$554K +$92.6K +2,158 +20%
SWP
60
Stratos Wealth Partners
Ohio
$545K +$50.2K +1,171 +10%
VNA
61
Valley National Advisers
Pennsylvania
$539K +$309K +7,193 +132%
SFP
62
Sandbox Financial Partners
Maryland
$539K +$62.2K +1,449 +13%
APW
63
Austin Private Wealth
Texas
$529K +$129K +2,996 +32%
EP
64
Essential Planning
New Hampshire
$524K +$41.9K +976 +9%
AAS
65
Avantax Advisory Services
Texas
$506K +$39.3K +915 +8%
AG
66
Ascent Group
Virginia
$487K -$129 -3 -0%
OMC
67
Old Mission Capital
Illinois
$476K +$479K +11,172 New
CWM
68
Congress Wealth Management
Massachusetts
$466K +$15.4K +360 +3%
GA
69
Goldstein Advisors
Wisconsin
$446K -$42K -980 -9%
CS
70
Comerica Securities
Michigan
$392K +$11.4K +265 +3%
T
71
TCWP
Ohio
$383K +$46.5K +1,083 +14%
RJA
72
Raymond James & Associates
Florida
$363K +$472 +11 +0.1%
GAM
73
Gould Asset Management
California
$356K – – –
WIA
74
World Investment Advisors
California
$352K -$9.78K -228 -3%
WA
75
Wealth Alliance
New York
$340K +$2.1K +49 +0.6%
1 2
3
4 5

EUSB Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2023, worth a combined $505M — up 0.98% from $500M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EUSB positions and 12 closed out — a net gain of 2 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $3.47M. The largest seller was Jane Street, cutting an estimated $8.81M.

  • 130 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $505M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2023, up 0.98% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2023 was BlackRock, an estimated $3.47M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2023.