iShares ESG Advanced Universal USD Bond ETF
EUSB
140 hedge funds and large institutions have $530M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 37
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
4% more funds holding
Funds holding: 134 → 140 (+6)
1% more capital invested
Capital invested by funds: $523M → $530M (+$7.36M)
1.72% less ownership
Funds ownership: 85.38% → 83.66% (-1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.07M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.77M |
| 3 |
Jane Street
New York
|
+$2.62M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.51M |
| 5 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$5.73M |
| 2 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$2.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 4 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$1.42M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$891K |
EUSB Hedge Fund Activity: Q2 2024 in Review
140 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2024, worth a combined $530M — up 1.4% from $523M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EUSB positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 37 trimmed.
The largest buyer was BlackRock, adding an estimated $4.07M. The largest seller was One Wealth Advisors, exiting entirely with an estimated $5.73M sold.
- 140 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2024, up from 134 in Q1 2024.
- Funds reported $530M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
- 18 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2024 and 10 closed out, a net change of +8 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $4.07M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2024 was One Wealth Advisors, an estimated $5.73M sold.
Based on aggregated 13F filings for Q2 2024.