iShares ESG Advanced Universal USD Bond ETF
EUSB
84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.
1,225% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 4
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
57% more capital invested
Capital invested by funds: $305M → $478M (+$173M)
20% more funds holding
Funds holding: 70 → 84 (+14)
1.62% less ownership
Funds ownership: 104.97% → 103.35% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.26M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$5.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$2.43M |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$863K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$732K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$73K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
76
Next Financial Group
Houston,
Texas
| $25K | – | – | – |
|
77
Bank of America
Charlotte,
North Carolina
| $22K | – | – | – |
|
|
LWM
78
Liberty Wealth Management
Oakland,
California
| $18K | +$1.15K | +23 | +7% |
|
|
GFPC
79
Global Financial Private Client
Sarasota,
Florida
| $12K | +$1.55K | +31 | +15% |
|
80
Rockefeller Capital Management
New York
| $7K | – | – | – |
|
81
UBS Group
Zurich,
Switzerland
| $7K | +$1.65K | +33 | +33% |
|
|
NFSG
82
Newbridge Financial Services Group
Boca Raton,
Florida
| $3K | – | – | – |
|
|
CWA
83
Clearview Wealth Advisors
Salem,
Oregon
| $2K | +$2K | +40 | New |
|
|
MHR
84
Matthew Hamilton Rosenberg
| $1K | +$700 | +14 | New |
|
|
KFS
85
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.43M | -120,872 | Closed |
|
|
WCFA
86
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$863K | -17,327 | Closed |
|
|
FTUS
87
Flow Traders U.S.
New York
| – | -$732K | -14,725 | Closed |
|
|
WP
88
WealthShield Partners
Cary,
North Carolina
| – | -$73K | -1,468 | Closed |
|
|
SWM
89
Spire Wealth Management
Mclean,
Virginia
| – | -$33K | -666 | Closed |
|
EUSB Hedge Fund Activity: Q3 2021 in Review
84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2021, worth a combined $478M — up 57% from $305M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EUSB positions and 5 closed out — a net gain of 15 holders — while 53 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Kelly Financial Services, exiting entirely with an estimated $2.43M sold.
- 84 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2021, up from 70 in Q2 2021.
- Funds reported $478M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2021, up 57% quarter-over-quarter.
- 20 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2021 and 5 closed out, a net change of +15 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $121M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2021 was Kelly Financial Services, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2021.