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iShares ESG Advanced Universal USD Bond ETF

108 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, 61 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 61 | 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: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.96% less ownership

Funds ownership: 106.61%105.65% (-0.96%)

2% less funds holding

Funds holding: 110108 (-2)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
61
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$407M +$6.77M +142,171 +2%
BlackRock
2
BlackRock
New York
$210M +$214M +4,505,017 +69,436%
Osaic Holdings
3
Osaic Holdings
Arizona
$36.1M +$889K +18,680 +3%
5L
4
55I LLC
Massachusetts
$22.8M +$7.27M +152,819 +45%
MML Investors Services
5
MML Investors Services
Massachusetts
$18.2M +$356K +7,475 +2%
PAS
6
Park Avenue Securities
New York
$16.2M +$1.35M +28,427 +9%
I
7
IMPACTfolio
Colorado
$14.2M +$234K +4,912 +2%
OWA
8
One Wealth Advisors
California
$13.8M +$5.59M +117,373 +65%
AWS
9
Atria Wealth Solutions
New York
$8.01M +$8.21M +172,466 New
Jane Street
10
Jane Street
New York
$7.84M +$2.79M +58,701 +53%
SHJ
11
Sharkey, Howes & Javer
Colorado
$7.71M +$1.32M +27,671 +20%
Prudential Financial
12
Prudential Financial
New Jersey
$7.69M +$1.38M +28,928 +21%
WP
13
WealthSource Partners
California
$6.32M -$207K -4,349 -3%
LPL Financial
14
LPL Financial
California
$5.81M -$97.6K -2,051 -2%
HGWM
15
Horst & Graben Wealth Management
Oregon
$5.07M +$85.7K +1,800 +2%
EH
16
Equitable Holdings
New York
$4.13M -$258K -5,424 -6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.37M +$3.11M +65,276 +884%
KAS
18
Kestra Advisory Services
Texas
$3.15M +$474K +9,968 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.07M +$702K +14,742 +29%
BCM
20
Brookstone Capital Management
Illinois
$3.02M +$56.5K +1,188 +2%
FAAM
21
First Ascent Asset Management
Colorado
$2.52M +$1.16M +24,349 +81%
LRIA
22
Leonard Rickey Investment Advisors
Washington
$2.5M +$133K +2,790 +5%
SWM
23
SigFig Wealth Management
California
$2.41M +$325K +6,821 +16%
RCS
24
Retirement Capital Strategies
California
$2.31M +$374K +7,858 +18%
AF
25
Allworth Financial
California
$2.28M +$785K +16,486 +51%

EUSB Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 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, 61 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.

  • 108 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.