iShares ESG Advanced Universal USD Bond ETF
EUSB
138 hedge funds and large institutions have $506M invested in iShares ESG Advanced Universal USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 69 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
5% more funds holding
Funds holding: 131 → 138 (+7)
0.74% less ownership
Funds ownership: 87.45% → 86.71% (-0.74%)
2% less capital invested
Capital invested by funds: $514M → $506M (-$8.07M)
49% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.87M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.82M |
| 3 |
BlackRock
New York
|
+$3.54M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.6M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.6M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$12.6M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.85M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.09M |
| 5 |
Jane Street
New York
|
-$2.84M |
EUSB Hedge Fund Activity: Q4 2023 in Review
138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q4 2023, worth a combined $506M — down 1.6% from $514M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EUSB positions and 18 closed out — a net gain of 8 holders — while 35 added to existing stakes and 69 trimmed.
The largest buyer was US Bancorp, opening a new position worth an estimated $7.87M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.
- 138 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q4 2023, up from 131 in Q3 2023.
- Funds reported $506M of iShares ESG Advanced Universal USD Bond ETF stock for Q4 2023, down 1.6% quarter-over-quarter.
- 26 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q4 2023 and 18 closed out, a net change of +8 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q4 2023 was US Bancorp, an estimated $7.87M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2023.