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iShares ESG Advanced Universal USD Bond ETF

130 hedge funds and large institutions have $505M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more capital invested

Capital invested by funds: $500M → $505M (+$4.92M)

1% more funds holding

Funds holding: 129130 (+1)

0.01% more ownership

Funds ownership: 85.38%85.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
63
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M +$3.47M +80,958 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M +$2.32M +54,097 +2%
I
3
IMPACTfolio
Colorado
$14.1M -$290K -6,752 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.2M -$26.3K -612 -0.2%
SWM
5
SigFig Wealth Management
California
$9.6M +$1.78M +41,402 +22%
AI
6
Atria Investments
North Carolina
$8.6M +$3.29M +76,623 +61%
OWA
7
One Wealth Advisors
California
$7.75M -$165K -3,839 -2%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.57M +$207K +4,817 +3%
ASN
9
Advisory Services Network
Georgia
$5.88M +$878K +20,472 +17%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.37M +$7.46K +174 +0.1%
LPL Financial
11
LPL Financial
California
$5.21M +$945K +22,028 +22%
PAS
12
Park Avenue Securities
New York
$4.87M +$237K +5,523 +5%
AF
13
Allworth Financial
California
$4.4M +$1.02M +23,694 +30%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$4.1M +$235K +5,467 +6%
AWS
15
Atria Wealth Solutions
New York
$3.97M +$2.36K +55 +0.1%
ACA
16
Affinity Capital Advisors
California
$3.74M +$3.09M +71,954 +450%
Jane Street
17
Jane Street
New York
$3.3M -$8.81M -205,353 -73%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.22M +$487K +11,346 +18%
FAAM
19
First Ascent Asset Management
Colorado
$3.19M +$656K +15,291 +26%
CHP
20
Cable Hill Partners
Oregon
$2.53M +$2.55M +59,375 New
HGWM
21
Horst & Graben Wealth Management
Oregon
$2.4M +$71.3K +1,662 +3%
CAN
22
Cetera Advisor Networks
California
$2.36M +$145K +3,381 +7%
NYLIM
23
New York Life Investment Management
New York
$2.19M +$1.03M +23,999 +88%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.15M -$37.1K -864 -2%
FCG
25
Financial Connections Group
California
$2.15M +$392K +9,139 +22%

EUSB Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2023, worth a combined $505M — up 0.98% from $500M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EUSB positions and 12 closed out — a net gain of 2 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $3.47M. The largest seller was Jane Street, cutting an estimated $8.81M.

  • 130 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $505M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2023, up 0.98% quarter-over-quarter.
  • 14 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2023 was BlackRock, an estimated $3.47M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2023.