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iShares ESG Advanced Universal USD Bond ETF
EUSB

157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more funds holding

Funds holding: 140 → 157 (+17)

12% more capital invested

Capital invested by funds: $530M → $594M (+$64.1M)

0.78% more ownership

Funds ownership: 83.66% → 84.43% (+0.78%)

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
76
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$10.4M
2
OWA
One Wealth Advisors
California
+$5.76M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.34M
4
JPG
Jordan Park Group
California
+$3.26M
5
BlackRock
BlackRock
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$656K
3
OIA
OneDigital Investment Advisors
Kansas
-$542K
4
SI
Seeds Investor
New York
-$491K
5
CHP
Cable Hill Partners
Oregon
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$270K +$1.13K +26 +0.4%
AG
102
Ascent Group
Virginia
$260K -$829 -19 -0.3%
SAI
103
Savvy Advisors Inc
New York
$252K +$10.2K +234 +4%
WA
104
Wealth Alliance
New York
$249K -$38.7K -886 -14%
TWP
105
Tempus Wealth Planning
California
$243K – – –
FA
106
Flagstar Advisors
New York
$238K +$2.14K +49 +0.9%
WF
107
Williams Financial
Vermont
$233K -$21.2K -486 -8%
AI
108
Atria Investments
North Carolina
$229K +$10.3K +236 +5%
BCI
109
Brinker Capital Investments
Pennsylvania
$228K +$224K +5,144 New
OPS
110
Orion Portfolio Solutions
Nebraska
$228K +$224K +5,144 New
BBA
111
Braun-Bostich & Associates
Pennsylvania
$228K -$3.58K -82 -2%
WHCI
112
W.H. Cornerstone Investments
Massachusetts
$225K +$222K +5,086 New
DAS
113
Dynamic Advisor Solutions
Arizona
$223K -$19.8K -455 -8%
IFWM
114
Institute for Wealth Management
Colorado
$222K +$6.11K +140 +3%
BFG
115
Buttonwood Financial Group
Missouri
$221K +$218K +4,986 New
Citadel Advisors
116
Citadel Advisors
Florida
$218K +$215K +4,923 New
SB
117
Strategic Blueprint
Georgia
$217K +$3.62K +83 +2%
TCA
118
Transcend Capital Advisors
New Jersey
$217K -$1.57K -36 -0.7%
CW
119
CreativeOne Wealth
Kansas
$209K +$205K +4,708 New
FA
120
Fermata Advisors
California
$207K +$204K +4,676 New
CFGS
121
Concourse Financial Group Securities
Alabama
$206K +$34.8K +797 +21%
PWA
122
Physician Wealth Advisors
Utah
$204K +$202K +4,630 New
PS
123
Principal Securities
Iowa
$160K – – –
CFD
124
Creative Financial Designs
Indiana
$147K +$2.09K +48 +1%
MIA
125
Milestone Investment Advisors
Wisconsin
$138K – – –
3 4
5
6 7

EUSB Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2024, worth a combined $594M — up 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EUSB positions and 7 closed out — a net gain of 18 holders — while 76 added to existing stakes and 35 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $10.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.8M sold.

  • 157 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2024, up from 140 in Q2 2024.
  • Funds reported $594M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 25 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2024 was Retirement Capital Strategies, an estimated $10.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2024.