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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
GA
76
Goldstein Advisors
Wisconsin
$539K -$6.71K -156 -1%
GCC
77
Guardian Capital (Canada)
Ontario, Canada
$510K +$12.9K +300 +3%
RCWM
78
Red Crane Wealth Management
California
$503K +$6.58K +153 +1%
VNA
79
Valley National Advisers
Pennsylvania
$497K -$301 -7 -0.1%
SA
80
Sanctuary Advisors
Indiana
$493K +$121K +2,817 +33%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$492K -$3.54M -82,300 -88%
IWC
82
Integrated Wealth Concepts
Massachusetts
$477K +$71.5K +1,664 +18%
FFA
83
Farther Finance Advisors
California
$463K -$57.2K -1,331 -11%
HighTower Advisors
84
HighTower Advisors
Illinois
$462K -$10.3K -239 -2%
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$439K -$29.2K -678 -6%
RA
86
RFG Advisory
Alabama
$425K +$123K +2,868 +42%
DAS
87
Dynamic Advisor Solutions
Arizona
$424K – – –
ISFAN
88
Investor's Fiduciary Advisor Network
Washington
$418K -$17.2K -399 -4%
AAS
89
Avantax Advisory Services
Texas
$418K +$70.6K +1,641 +21%
HI
90
Harbour Investments
Wisconsin
$415K +$8.08K +188 +2%
AWM
91
Apollon Wealth Management
South Carolina
$415K +$5.29K +123 +1%
MIA
92
Milestone Investment Advisors
Wisconsin
$412K -$516 -12 -0.1%
KW
93
KWB Wealth
California
$410K -$41.8K -972 -9%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$389K +$82.7K +1,923 +27%
AG
95
Ascent Group
Virginia
$385K +$17K +395 +5%
MFG
96
Merit Financial Group
Georgia
$384K +$121K +2,819 +47%
VA
97
Valmark Advisers
Ohio
$378K +$373K +8,671 New
MOS
98
MGO One Seven
Ohio
$369K +$86K +2,000 +31%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$362K -$1.47M -34,144 -80%
EFG
100
Elios Financial Group
Ohio
$352K +$49.4K +1,149 +17%
2 3
4
5 6

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.