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iShares ESG Advanced Universal USD Bond ETF
EUSB

172 hedge funds and large institutions have $590M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $553M → $590M (+$36.7M)

2% more funds holding

Funds holding: 169 → 172 (+3)

0.17% less ownership

Funds ownership: 80.32% → 80.15% (-0.17%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
89
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M
2
BlackRock
BlackRock
New York
+$11.5M
3
LPL Financial
LPL Financial
California
+$6.06M
4
DRP
Decker Retirement Planning
Utah
+$2.96M
5
IFWM
Institute for Wealth Management
Colorado
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$6.19M
2
Jane Street
Jane Street
New York
-$5.67M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.54M
4
SI
Seeds Investor
New York
-$1.69M
5
AWS
Atria Wealth Solutions
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
Skyline Advisors
Washington
$1.25M +$75.8K +1,762 +7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.15M +$41.2K +958 +4%
AssetMark Inc
53
AssetMark Inc
California
$1.14M +$198K +4,602 +21%
BL
54
BFSG LLC
California
$1.1M +$215K +5,000 +25%
VHAM
55
Van Hulzen Asset Management
California
$1.08M – – –
FTUS
56
Flow Traders U.S.
New York
$979K +$967K +22,483 New
SFP
57
Sandbox Financial Partners
Maryland
$976K +$91.4K +2,125 +10%
UBS Group
58
UBS Group
Switzerland
$919K -$32.1K -747 -3%
MMA
59
Miracle Mile Advisors
California
$908K +$896K +20,843 New
SVWG
60
Shared Vision Wealth Group
United States
$884K -$327K -7,613 -27%
DL
61
DOHJ LLC
Washington
$878K +$4.34K +101 +0.5%
SC
62
Savant Capital
Illinois
$851K +$69.7K +1,620 +9%
CPBTD
63
Central Pacific Bank - Trust Division
Hawaii
$714K +$342K +7,944 +94%
CWM
64
Congress Wealth Management
Massachusetts
$707K +$106K +2,473 +18%
SPIA
65
Steward Partners Investment Advisory
New York
$696K +$18.4K +427 +3%
BCM
66
Brookstone Capital Management
Illinois
$691K -$40.2K -936 -6%
AIA
67
Ally Invest Advisors
North Carolina
$684K +$116K +2,705 +21%
TF
68
Theory Financial
Colorado
$679K +$51.4K +1,195 +8%
COCM
69
Charter Oak Capital Management
New Hampshire
$666K +$334K +7,769 +103%
SF
70
Synovus Financial
Georgia
$591K – – –
RW
71
Rockport Wealth
Ohio
$589K – – –
EP
72
Essential Planning
New Hampshire
$578K +$12.2K +284 +2%
OMC
73
Old Mission Capital
Illinois
$577K +$570K +13,259 New
Natixis Advisors
74
Natixis Advisors
Massachusetts
$565K +$5.55K +129 +1%
LIA
75
LifePlan Investment Advisors
North Carolina
$544K +$57.8K +1,345 +12%
1 2
3
4 5

EUSB Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2025, worth a combined $590M — up 6.6% from $553M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EUSB positions and 19 closed out — a net gain of 5 holders — while 89 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $6.19M.

  • 172 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2025, up from 169 in Q1 2025.
  • Funds reported $590M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2025 and 19 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2025 was Balanced Rock Investment Advisors, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2025.