iShares ESG Advanced Universal USD Bond ETF
EUSB
134 hedge funds and large institutions have $523M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 26 reducing their positions, and 14 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more capital invested
Capital invested by funds: $506M → $523M (+$16.7M)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1.33% less ownership
Funds ownership: 86.7% → 85.38% (-1.3%)
3% less funds holding
Funds holding: 138 → 134 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.49M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.51M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.39M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.03M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.82M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.82M |
| 5 |
Jane Street
New York
|
-$1.69M |
EUSB Hedge Fund Activity: Q1 2024 in Review
134 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q1 2024, worth a combined $523M — up 3.3% from $506M a quarter earlier.
Fund positioning in EUSB was balanced in Q1 2024: 14 funds opened new positions, 14 closed out, 78 added to existing stakes and 26 trimmed.
The largest buyer was BlackRock, adding an estimated $11.8M. The largest seller was Osaic Holdings, cutting an estimated $5.02M.
- 134 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q1 2024, down from 138 in Q4 2023.
- Funds reported $523M of iShares ESG Advanced Universal USD Bond ETF stock for Q1 2024, up 3.3% quarter-over-quarter.
- 14 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q1 2024 and 14 closed out, a net change of 0 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q1 2024 was BlackRock, an estimated $11.8M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2024.