iShares ESG Advanced Universal USD Bond ETF
EUSB
141 hedge funds and large institutions have $757M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
12% more funds holding
Funds holding: 126 → 141 (+15)
3% more capital invested
Capital invested by funds: $737M → $757M (+$20.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
1.44% less ownership
Funds ownership: 98.06% → 96.62% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.61M |
| 2 |
BlackRock
New York
|
+$9.45M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.6M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.07M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.6M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$10.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.47M |
| 4 |
FC
Fulcrum Capital
Seattle,
Washington
|
-$1.88M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.17M |
EUSB Hedge Fund Activity: Q4 2022 in Review
141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q4 2022, worth a combined $757M — up 2.8% from $737M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EUSB positions and 12 closed out — a net gain of 16 holders — while 48 added to existing stakes and 52 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $9.61M. The largest seller was Envestnet Asset Management, cutting an estimated $21.6M.
- 141 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q4 2022, up from 126 in Q3 2022.
- Funds reported $757M of iShares ESG Advanced Universal USD Bond ETF stock for Q4 2022, up 2.8% quarter-over-quarter.
- 28 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q4 2022 and 12 closed out, a net change of +16 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $9.61M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2022.