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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
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$27K +$27.8K +584 New
Franklin Resources
102
Franklin Resources
California
$25K +$25.5K +535 New
GFPC
103
Global Financial Private Client
Florida
$12.1K +$952 +20 +8%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$7K
CIAS
105
CFS Investment Advisory Services
New Jersey
$6K +$12.4M +259,883 +6,247%
EIP
106
Ellis Investment Partners
Pennsylvania
$2K +$2.52K +53 New
SWM
107
Spire Wealth Management
Virginia
$1K +$1.05K +22 New
OMC
108
Old Mission Capital
Illinois
-$4.25M -85,995 Closed
CCG
109
Capital CS Group
California
-$3.09M -62,484 Closed
CHP
110
Cable Hill Partners
Oregon
-$1.96M -39,567 Closed
PAG
111
Private Advisor Group
New Jersey
-$1.15M -23,184 Closed
FHA
112
First Horizon Advisors
Tennessee
-$648K -13,113 Closed
NL
113
NWAM LLC
Washington
-$491K -9,939 Closed
CIAS
114
Capital Investment Advisory Services
North Carolina
-$441K -8,924 Closed
Citadel Advisors
115
Citadel Advisors
Florida
-$297K -5,998 Closed
WWG
116
West Wealth Group
California
-$247K -4,998 Closed
BAM
117
Belpointe Asset Management
Nevada
-$120K -2,430 Closed
GI
118
Gradient Investments
Minnesota
-$86K -1,747 Closed
LFG
119
Leverty Financial Group
Wisconsin
-$49K -1,001 Closed
ACM
120
Absolute Capital Management
Pennsylvania
-$49.4K -1,000 Closed
MP
121
McDonald Partners
Ohio
-$49.4K -1,000 Closed
CA
122
CoreCap Advisors
Michigan
-$48K -973 Closed
NFSG
123
Newbridge Financial Services Group
Florida
-$3K -69 Closed
MHR
124
Matthew Hamilton Rosenberg
-$2K -38 Closed

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.