iShares ESG Advanced Universal USD Bond ETF
EUSB
107 hedge funds and large institutions have $862M invested in iShares ESG Advanced Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 17 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 24
31% more capital invested
Capital invested by funds: $659M → $862M (+$203M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
2.44% less ownership
Funds ownership: 106.61% → 104.17% (-2.4%)
3% less funds holding
Funds holding: 110 → 107 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$214M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$7.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.77M |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$5.59M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.25M |
| 2 |
CCG
Capital CS Group
Irvine,
California
|
-$3.09M |
| 3 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$1.97M |
| 4 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$1.96M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.15M |
EUSB Hedge Fund Activity: Q1 2022 in Review
107 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2022, worth a combined $862M — up 31% from $659M a quarter earlier.
Fund positioning in EUSB was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 60 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, adding an estimated $214M. The largest seller was Old Mission Capital, exiting entirely with an estimated $4.25M sold.
- 107 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2022, down from 110 in Q4 2021.
- Funds reported $862M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
- 17 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2022 and 17 closed out, a net change of 0 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2022 was BlackRock, an estimated $214M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $4.25M sold.
Based on aggregated 13F filings for Q1 2022.