iShares ESG Advanced Universal USD Bond ETF
EUSB
129 hedge funds and large institutions have $500M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 71 reducing their positions, and 26 closing their positions.
9% less funds holding
Funds holding: 141 → 129 (-12)
11.23% less ownership
Funds ownership: 96.62% → 85.38% (-11%)
31% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 26
34% less capital invested
Capital invested by funds: $757M → $500M (-$257M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.44M |
| 2 |
Jane Street
New York
|
+$3.3M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.98M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.29M |
| 5 |
DI
DFPG Investments
Sandy,
Utah
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$195M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.6M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$10.6M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$8.96M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
151
Baystate Wealth Management
Boston,
Massachusetts
| – | -$52K | -1,237 | Closed |
|
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$27.1K | -643 | Closed |
|
|
PIMG
153
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$7.51K | -173 | Closed |
|
154
Rockefeller Capital Management
New York
| – | -$6K | -161 | Closed |
|
|
SWG
155
Summit Wealth Group
White River Junction,
Vermont
| – | +$564K | +13,142 | New |
|
EUSB Hedge Fund Activity: Q1 2023 in Review
129 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2023, worth a combined $500M — down 34% from $757M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EUSB and 18 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 26 added.
The largest buyer was BlackRock, adding an estimated $4.44M. The largest seller was Envestnet Asset Management, cutting an estimated $195M.
- 129 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2023, down from 141 in Q4 2022.
- Funds reported $500M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2023, down 34% quarter-over-quarter.
- 18 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2023 and 26 closed out, a net change of -8 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2023 was BlackRock, an estimated $4.44M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2023.