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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
T
151
Transce3nd
Texas
$24K +$2.62K +61 +12%
GWP
152
Gen-Wealth Partners
Michigan
$23.3K
Franklin Resources
153
Franklin Resources
California
$22.7K +$5.2K +121 +30%
MYIA
154
Mount Yale Investment Advisors
Colorado
$20.4K +$20.1K +468 New
EWM
155
Evolution Wealth Management
Florida
$20.2K +$19.9K +463 New
OLVIG
156
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K +$14.7K +341 New
AIC
157
Archer Investment Corporation
Indiana
$13.9K
1NWS
158
1 North Wealth Services
Maryland
$13.5K
SWM
159
Spire Wealth Management
Virginia
$12.8K
WCM
160
WealthTrak Capital Management
Virginia
$11.4K +$2.41K +56 +27%
FVIM
161
Fort Vancouver Investment Management
Washington
$11.1K
AAS
162
Ameritas Advisory Services
Nebraska
$7.82K +$7.74K +180 New
IA
163
IFP Advisors
Florida
$6.59K +$344 +8 +6%
AG
164
AmeriFlex Group
Nevada
$6.59K -$344 -8 -5%
KG
165
Kilter Group
New York
$5.58K +$5.5K +128 New
GSWM
166
Golden State Wealth Management
California
$4.57K
LFG
167
Larson Financial Group
Missouri
$4.53K
BC
168
Barrett & Company
Rhode Island
$3.05K
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$2.96K
CA
170
CoreCap Advisors
Michigan
$2.87K
NB
171
NBT Bank
New York
$2.05K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$871 +$860 +20 New
AWS
173
Atria Wealth Solutions
New York
-$1.61M -37,067 Closed
FAIM
174
Financial Advocates Investment Management
Washington
-$737K -17,008 Closed
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
-$668K -15,415 Closed

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.