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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
MWM
101
Modera Wealth Management
New Jersey
$219K +$221K +5,147 New
OIA
102
OneDigital Investment Advisors
Kansas
$210K +$212K +4,943 New
HPM
103
Hoxton Planning & Management
West Virginia
$201K -$432K -10,075 -68%
HI
104
Harbour Investments
Wisconsin
$162K +$139K +3,244 +572%
Wells Fargo
105
Wells Fargo
California
$133K +$94.5K +2,202 +240%
GIA
106
Goodwin Investment Advisory
Georgia
$95.3K -$30.2K -703 -24%
FCA
107
FinTrust Capital Advisors
South Carolina
$91.1K
CFGS
108
Concourse Financial Group Securities
Alabama
$86K +$50.8K +1,184 +142%
AIP
109
Ameritas Investment Partners
Nebraska
$79.6K +$129 +3 +0.2%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$74K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$72.3K -$4.33K -101 -6%
SWM
112
Sugarloaf Wealth Management
Georgia
$70K
CAL
113
Capital Analysts LLC
Pennsylvania
$53K +$86 +2 +0.2%
Morgan Stanley
114
Morgan Stanley
New York
$50.4K
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$43.8K +$19.6K +458 +188%
OP
116
ORG Partners
Indiana
$43.1K +$43.6K +1,016 New
AIC
117
Archer Investment Corporation
Indiana
$36.2K +$36.5K +851 New
OLVIG
118
Oliver Lagore Vanvalin Investment Group
Michigan
$35.7K -$300 -7 -0.8%
GWSG
119
GPS Wealth Strategies Group
Colorado
$33.3K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$30.4K +$30.5K +712 New
CFO
121
CVA Family Office
Colorado
$25.6K
Franklin Resources
122
Franklin Resources
California
$24.6K -$6.35K -148 -20%
CWA
123
Clearview Wealth Advisors
Oregon
$16.2K +$129 +3 +0.8%
APC
124
Aspire Private Capital
North Carolina
$15.1K
AF
125
Advisornet Financial
Minnesota
$9.32K

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.