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iShares ESG Advanced Universal USD Bond ETF

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: 169172 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$339K +$115K +2,682 +53%
OL
102
Optas LLC
Texas
$335K -$2.79K -65 -0.8%
WIA
103
World Investment Advisors
California
$329K +$66K +1,535 +26%
APW
104
Austin Private Wealth
Texas
$322K +$80.7K +1,876 +34%
EWA
105
EverSource Wealth Advisors
Alabama
$321K +$63.5K +1,477 +25%
FCG
106
Financial Connections Group
California
$320K +$34K +790 +12%
SIM
107
Stratos Investment Management
Ohio
$318K +$41.3K +961 +15%
MAC
108
Mason & Associates (California)
California
$305K -$645 -15 -0.2%
OWCM
109
One Wealth Capital Management
Arizona
$302K +$68.6K +1,596 +30%
HPM
110
Hoxton Planning & Management
West Virginia
$302K +$298K +6,925 New
BFP
111
Brewster Financial Planning
New York
$299K +$90.1K +2,095 +44%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$294K
CCM
113
Coldstream Capital Management
Washington
$291K +$287K +6,684 New
Mariner
114
Mariner
Kansas
$275K +$271K +6,309 New
ATPW
115
Ashton Thomas Private Wealth
Arizona
$273K -$15.3K -356 -5%
FPWM
116
FSB Premier Wealth Management
Iowa
$272K +$269K +6,248 New
KAS
117
Kestra Advisory Services
Texas
$254K +$28.4K +660 +13%
OPWM
118
Oregon Pacific Wealth Management
Oregon
$252K -$5.33K -124 -2%
FA
119
Flagstar Advisors
New York
$241K +$2.28K +53 +1%
KW
120
Keyvantage Wealth
Pennsylvania
$235K -$4.43K -103 -2%
WIC
121
Whitegate Investment Counselors
New Hampshire
$224K +$221K +5,150 New
WHCI
122
W.H. Cornerstone Investments
Massachusetts
$219K -$5.2K -121 -2%
PJSIMP
123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K +$215K +4,992 New
MWM
124
MBE Wealth Management
Wisconsin
$214K -$172 -4 -0.1%
SPAS
125
Spectrum Planning & Advisory Services
California
$213K -$6.49K -151 -3%

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.