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iShares ESG Advanced Universal USD Bond ETF
EUSB

140 hedge funds and large institutions have $530M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 37

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 134 → 140 (+6)

1% more capital invested

Capital invested by funds: $523M → $530M (+$7.36M)

1.72% less ownership

Funds ownership: 85.38% → 83.66% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
68
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.07M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.77M
3
Jane Street
Jane Street
New York
+$2.62M
4
OMC
Old Mission Capital
Illinois
+$2.51M
5
SWM
SigFig Wealth Management
California
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
OWA
One Wealth Advisors
California
-$5.73M
2
FCG
Financial Connections Group
California
-$2.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.48M
4
CAM
Clarity Asset Management
Iowa
-$1.42M
5
LNC
Lincoln National Corp
Pennsylvania
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
51
Diversify Advisory Services
Utah
$741K +$26.1K +619 +4%
TFO
52
Tarbox Family Office
California
$739K +$8.11K +192 +1%
CWM
53
Congress Wealth Management
Massachusetts
$731K +$725K +17,181 New
VNA
54
Valley National Advisers
Pennsylvania
$716K +$23.8K +563 +3%
CHP
55
Cable Hill Partners
Oregon
$714K -$339K -8,038 -32%
SPIA
56
Steward Partners Investment Advisory
New York
$702K -$26.1K -619 -4%
BCM
57
Brookstone Capital Management
Illinois
$685K +$12.4K +293 +2%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$662K -$14.7K -348 -2%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$656K – – –
BL
60
BFSG LLC
California
$631K +$40.2K +951 +7%
SA
61
Sanctuary Advisors
Indiana
$602K +$610K +14,440 New
EP
62
Essential Planning
New Hampshire
$577K +$87.6K +2,076 +18%
RW
63
Rockport Wealth
Ohio
$576K – – –
SF
64
Synovus Financial
Georgia
$571K +$567K +13,424 New
CFG
65
Carr Financial Group
Massachusetts
$513K -$95K -2,251 -16%
APW
66
Austin Private Wealth
Texas
$478K -$40.4K -956 -8%
SWA
67
Sax Wealth Advisors
New Jersey
$456K +$453K +10,725 New
SWA
68
Stratos Wealth Advisors
Ohio
$454K +$48.4K +1,147 +12%
SC
69
Savant Capital
Illinois
$450K +$202K +4,790 +83%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$447K +$5.45K +129 +1%
AWM
71
Apollon Wealth Management
South Carolina
$424K -$5.02K -119 -1%
GA
72
Goldstein Advisors
Wisconsin
$411K +$7.47K +177 +2%
EWA
73
EverSource Wealth Advisors
Alabama
$405K +$395K +9,359 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$405K -$1.48M -35,057 -79%
GAM
75
Gould Asset Management
California
$404K – – –
1 2
3
4 5

EUSB Hedge Fund Activity: Q2 2024 in Review

140 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2024, worth a combined $530M — up 1.4% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EUSB positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $4.07M. The largest seller was One Wealth Advisors, exiting entirely with an estimated $5.73M sold.

  • 140 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2024, up from 134 in Q1 2024.
  • Funds reported $530M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 18 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2024 and 10 closed out, a net change of +8 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $4.07M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2024 was One Wealth Advisors, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2024.