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iShares ESG Advanced Universal USD Bond ETF

108 hedge funds and large institutions have $862M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

31% more capital invested

Capital invested by funds: $659M → $862M (+$203M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.96% less ownership

Funds ownership: 106.61%105.65% (-0.96%)

2% less funds holding

Funds holding: 110108 (-2)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
61
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
76
Thrive Capital Management (Pennsylvania)
Pennsylvania
$306K -$68.8K -1,446 -18%
WIA
77
World Investment Advisors
California
$296K +$20K +421 +7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$295K +$714 +15 +0.2%
D
79
Dentgroup
Louisiana
$291K -$49.3K -1,035 -14%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$266K +$273K +5,734 New
CA
81
Continuum Advisory
Idaho
$264K +$904 +19 +0.3%
MWM
82
Mattern Wealth Management
Kansas
$256K -$49K -1,030 -16%
HFA
83
High Falls Advisors
New York
$253K +$3.62K +76 +1%
PWM
84
Perigon Wealth Management
California
$242K -$80.7K -1,695 -25%
UCFA
85
United Capital Financial Advisors
Texas
$206K -$108K -2,260 -34%
AI
86
Accredited Investors
Minnesota
$206K +$211K +4,429 New
IA
87
IFP Advisors
Florida
$183K +$175K +3,671 New
APA
88
American Portfolios Advisors
New York
$162K +$21.5K +452 +15%
UBS Group
89
UBS Group
Switzerland
$147K +$145K +3,037 +2,266%
PCG
90
Private Capital Group
Connecticut
$140K -$2.48K -52 -2%
MWM
91
Mascoma Wealth Management
New Hampshire
$138K +$141K +2,966 New
CWA
92
Clearview Wealth Advisors
Oregon
$124K +$118K +2,472 +1,248%
TFS
93
TrustCore Financial Services
Tennessee
$123K +$126K +2,641 New
AF
94
Advisornet Financial
Minnesota
$121K +$114K +2,391 +1,128%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$90K -$90.2K -1,895 -49%
ACA
96
Aptus Capital Advisors
Alabama
$78K +$79.7K +1,675 New
Bank of America
97
Bank of America
North Carolina
$73K +$48.2K +1,012 +178%
BWS
98
BCR Wealth Strategies
Alabama
$60K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$44K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$37K +$38.1K +800 New

EUSB Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2022, worth a combined $862M — up 31% from $659M a quarter earlier.

Fund positioning in EUSB was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 61 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.25M sold.

  • 108 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2022, down from 110 in Q4 2021.
  • Funds reported $862M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 17 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2022 was BlackRock, an estimated $214M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2022.