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iShares ESG Advanced Universal USD Bond ETF
EUSB

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: 129 → 130 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.47M
2
AI
Atria Investments
North Carolina
+$3.29M
3
ACA
Affinity Capital Advisors
California
+$3.09M
4
CHP
Cable Hill Partners
Oregon
+$2.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.81M
2
SHJ
Sharkey, Howes & Javer
Colorado
-$3.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
4
BPA
Beacon Pointe Advisors
California
-$1.3M
5
PP
Prudential plc
United Kingdom
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
126
Cornerstone Planning Group
New Jersey
$5.96K +$6K +140 New
LFG
127
Larson Financial Group
Missouri
$4.68K +$3.05K +71 +182%
SWM
128
Spire Wealth Management
Virginia
$4.09K – – –
BC
129
Barrett & Company
Rhode Island
$2.98K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$43 -$386 -9 -90%
Citadel Advisors
131
Citadel Advisors
Florida
– -$1.47M -33,933 Closed
BPA
132
Beacon Pointe Advisors
California
– -$1.3M -30,091 Closed
PP
133
Prudential plc
United Kingdom
– -$1.08M -25,000 Closed
MOS
134
MGO One Seven
Ohio
– -$342K -7,906 Closed
NL
135
NWAM LLC
Washington
– -$223K -5,149 Closed
MSWMA
136
Market Street Wealth Management Advisors
Indiana
– -$201K -4,650 Closed
BAM
137
Belpointe Asset Management
Nevada
– -$44.4K -1,028 Closed
AAS
138
Ameritas Advisory Services
Nebraska
– -$22.9K -529 Closed
GFPC
139
Global Financial Private Client
Florida
– -$11.4K -263 Closed
FCA
140
Fortis Capital Advisors
Kansas
– -$4.15K -96 Closed
MHR
141
Matthew Hamilton Rosenberg
– -$303 -7 Closed
2 3 4 5
6

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.