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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
TW
126
Traveka Wealth
California
$210K -$1.68K -39 -0.8%
CW
127
CreativeOne Wealth
Kansas
$210K +$207K +4,813 New
IWM
128
IHT Wealth Management
Illinois
$209K +$5.33K +124 +3%
PWA
129
Physician Wealth Advisors
Utah
$193K +$989 +23 +0.5%
KFP
130
Keener Financial Planning
Texas
$191K
FHA
131
First Horizon Advisors
Tennessee
$179K +$116K +2,705 +193%
PS
132
Principal Securities
Iowa
$162K +$989 +23 +0.6%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$124K
GWSG
134
GPS Wealth Strategies Group
Colorado
$121K +$387 +9 +0.3%
CAL
135
Capital Analysts LLC
Pennsylvania
$117K +$27.7K +644 +32%
KFI
136
Key Financial Inc
Pennsylvania
$115K
EWA
137
EP Wealth Advisors
California
$115K +$113K +2,634 New
HDIM
138
Hanson & Doremus Investment Management
Vermont
$104K +$989 +23 +1%
Comerica Bank
139
Comerica Bank
Texas
$86.4K +$18.1K +421 +27%
CFD
140
Creative Financial Designs
Indiana
$85.9K -$19.7K -458 -19%
JWA
141
JFS Wealth Advisors
Pennsylvania
$82.8K +$16.6K +385 +25%
AIP
142
Ameritas Investment Partners
Nebraska
$79.9K -$2.62K -61 -3%
AWM
143
AE Wealth Management
Kansas
$62.8K +$13.3K +309 +27%
RF
144
Rossby Financial
Florida
$53.8K -$11.8K -274 -18%
CAM
145
Clarity Asset Management
Iowa
$50.5K +$49.8K +1,159 New
TPWA
146
Twin Peaks Wealth Advisors
California
$48.3K +$47.8K +1,111 New
GRP
147
Global Retirement Partners
California
$29.4K +$29.1K +676 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$29.2K +$3.1K +72 +12%
CFO
149
CVA Family Office
Colorado
$26.2K
ACA
150
Aptus Capital Advisors
Alabama
$25.6K +$4.13K +96 +20%

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.