iShares ESG Advanced Universal USD Bond ETF
EUSB
84 hedge funds and large institutions have $478M invested in iShares ESG Advanced Universal USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 4 reducing their positions, and 5 closing their positions.
1,225% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 4
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
58% more capital invested
Capital invested by funds: $303M → $478M (+$176M)
20% more funds holding
Funds holding: 70 → 84 (+14)
0.39% more ownership
Funds ownership: 102.96% → 103.35% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.26M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$5.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$863K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$732K |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$121K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$73K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$37K |
EUSB Hedge Fund Activity: Q3 2021 in Review
84 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q3 2021, worth a combined $478M — up 58% from $303M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EUSB positions and 5 closed out — a net gain of 15 holders — while 53 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Walkner Condon Financial Advisors, exiting entirely with an estimated $863K sold.
- 84 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q3 2021, up from 70 in Q2 2021.
- Funds reported $478M of iShares ESG Advanced Universal USD Bond ETF stock for Q3 2021, up 58% quarter-over-quarter.
- 20 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q3 2021 and 5 closed out, a net change of +15 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $121M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q3 2021 was Walkner Condon Financial Advisors, an estimated $863K sold.
Based on aggregated 13F filings for Q3 2021.