We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF
EUSB

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more funds holding

Funds holding: 140 → 157 (+17)

12% more capital invested

Capital invested by funds: $530M → $594M (+$64.1M)

0.78% more ownership

Funds ownership: 83.66% → 84.43% (+0.78%)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$10.4M
2
OWA
One Wealth Advisors
California
+$5.76M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.34M
4
JPG
Jordan Park Group
California
+$3.26M
5
BlackRock
BlackRock
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$656K
3
OIA
OneDigital Investment Advisors
Kansas
-$542K
4
SI
Seeds Investor
New York
-$491K
5
CHP
Cable Hill Partners
Oregon
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
51
Tarbox Family Office
California
$908K +$137K +3,131 +18%
DL
52
DOHJ LLC
Washington
$883K +$52.8K +1,210 +6%
Wells Fargo
53
Wells Fargo
California
$880K -$8.24K -189 -0.9%
BL
54
BFSG LLC
California
$879K +$218K +5,001 +34%
SWP
55
Stratos Wealth Partners
Ohio
$847K +$785 +18 +0.1%
CWM
56
Congress Wealth Management
Massachusetts
$778K +$17K +390 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$752K +$20.5K +471 +3%
BCM
58
Brookstone Capital Management
Illinois
$731K +$25.2K +577 +4%
FTUS
59
Flow Traders U.S.
New York
$713K +$702K +16,092 New
DAS
60
Diversify Advisory Services
Utah
$710K -$44.6K -1,022 -6%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$658K -$30.4K -698 -4%
EP
62
Essential Planning
New Hampshire
$600K – – –
RW
63
Rockport Wealth
Ohio
$600K – – –
SF
64
Synovus Financial
Georgia
$575K -$19K -435 -3%
PIA
65
Perennial Investment Advisors
California
$556K +$262K +6,000 +92%
CFG
66
Carr Financial Group
Massachusetts
$536K +$1.53K +35 +0.3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$523K +$155K +3,557 +43%
VNA
68
Valley National Advisers
Pennsylvania
$509K -$233K -5,348 -32%
GA
69
Goldstein Advisors
Wisconsin
$495K +$66.4K +1,523 +16%
APW
70
Austin Private Wealth
Texas
$484K -$13.3K -306 -3%
SWA
71
Sax Wealth Advisors
New Jersey
$474K -$1.53K -35 -0.3%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$469K +$3.49K +80 +0.8%
SC
73
Savant Capital
Illinois
$468K -$785 -18 -0.2%
AAS
74
Avantax Advisory Services
Texas
$459K +$44.7K +1,025 +11%
AIA
75
Ally Invest Advisors
North Carolina
$457K +$80.7K +1,851 +22%
1 2
3
4 5

EUSB Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2024, worth a combined $594M — up 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EUSB positions and 7 closed out — a net gain of 18 holders — while 76 added to existing stakes and 35 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $10.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.8M sold.

  • 157 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2024, up from 140 in Q2 2024.
  • Funds reported $594M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2024 was Retirement Capital Strategies, an estimated $10.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2024.