iShares ESG Advanced Universal USD Bond ETF
EUSB
157 hedge funds and large institutions have $594M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
117% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 35
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more funds holding
Funds holding: 140 → 157 (+17)
12% more capital invested
Capital invested by funds: $530M → $594M (+$64.1M)
0.78% more ownership
Funds ownership: 83.66% → 84.43% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$10.4M |
| 2 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$5.76M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.34M |
| 4 |
JPG
Jordan Park Group
San Francisco,
California
|
+$3.26M |
| 5 |
BlackRock
New York
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.8M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$656K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$542K |
| 4 |
SI
Seeds Investor
New York
|
-$491K |
| 5 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$432K |
EUSB Hedge Fund Activity: Q3 2024 in Review
157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2024, worth a combined $594M — up 12% from $530M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EUSB positions and 7 closed out — a net gain of 18 holders — while 76 added to existing stakes and 35 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $10.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.8M sold.
- 157 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2024, up from 140 in Q2 2024.
- Funds reported $594M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 25 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2024 was Retirement Capital Strategies, an estimated $10.4M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2024.