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iShares ESG Advanced Universal USD Bond ETF

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more capital invested

Capital invested by funds: $500M → $505M (+$4.92M)

1% more funds holding

Funds holding: 129130 (+1)

0.01% more ownership

Funds ownership: 85.38%85.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$337K +$214 +5 +0.1%
UCFA
77
United Capital Financial Advisors
Texas
$333K -$574K -13,380 -63%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$332K
BC
79
Bartlett & Co
Ohio
$332K
FFA
80
Farther Finance Advisors
California
$325K -$322K -7,503 -50%
BRWA
81
B. Riley Wealth Advisors
Florida
$314K -$35.9K -836 -10%
LIA
82
LifePlan Investment Advisors
North Carolina
$305K +$307K +7,168 New
CFD
83
Creative Financial Designs
Indiana
$303K -$92.5K -2,156 -23%
FHA
84
First Horizon Advisors
Tennessee
$301K +$31.3K +730 +12%
WS
85
Wedbush Securities
California
$284K
OL
86
Optas LLC
Texas
$283K +$16K +373 +6%
HF
87
HRT Financial
New York
$281K +$284K +6,622 New
KPWS
88
Kestra Private Wealth Services
Texas
$279K -$70.3K -1,640 -20%
SB
89
Strategic Blueprint
Georgia
$273K -$86 -2 -0%
BCI
90
Brinker Capital Investments
Pennsylvania
$273K +$7.59K +177 +3%
OPS
91
Orion Portfolio Solutions
Nebraska
$273K +$7.59K +177 +3%
IFWM
92
Institute for Wealth Management
Colorado
$256K -$30.5K -710 -11%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$252K -$89.7K -2,092 -26%
WF
94
Williams Financial
Vermont
$249K +$251K +5,841 New
Stifel Financial
95
Stifel Financial
Missouri
$247K
BL
96
BFSG LLC
California
$246K +$248K +5,787 New
PAG
97
Private Advisor Group
New Jersey
$242K +$244K +5,691 New
BFG
98
Beacon Financial Group
Texas
$231K
DFA
99
DHK Financial Advisors
New Hampshire
$225K -$60.6K -1,412 -21%
TWP
100
Tempus Wealth Planning
California
$225K -$31.2K -727 -12%

EUSB Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2023, worth a combined $505M — up 0.98% from $500M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EUSB positions and 12 closed out — a net gain of 2 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $3.47M. The largest seller was Jane Street, cutting an estimated $8.81M.

  • 130 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $505M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2023, up 0.98% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2023 was BlackRock, an estimated $3.47M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2023.