iShares ESG Advanced Universal USD Bond ETF
EUSB
164 hedge funds and large institutions have $581M invested in iShares ESG Advanced Universal USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 24 closing their positions.
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
19% more capital inflows, than outflows
Capital inflows: $69.5M | Capital outflows: $58.6M
4% more funds holding
Funds holding: 157 → 164 (+7)
2% more ownership
Funds ownership: 84.43% → 86.43% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
+$37.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.57M |
| 3 |
BlackRock
New York
|
+$3.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.94M |
| 5 |
Jane Street
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.1M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$8.95M |
| 3 |
GeoWealth Management
Chicago,
Illinois
|
-$2.44M |
| 4 |
Retirement Capital Strategies
San Jose,
California
|
-$2.33M |
| 5 |
Morningstar Investment Services
Chicago,
Illinois
|
-$1.74M |
EUSB Hedge Fund Activity: Q4 2024 in Review
164 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q4 2024, worth a combined $581M — down 2.3% from $594M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EUSB positions and 24 closed out — a net gain of 8 holders — while 56 added to existing stakes and 58 trimmed.
The largest buyer was Essential Planning, adding an estimated $37.3M. The largest seller was Envestnet Asset Management, cutting an estimated $23.1M.
- 164 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q4 2024, up from 157 in Q3 2024.
- Funds reported $581M of iShares ESG Advanced Universal USD Bond ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
- 32 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q4 2024 and 24 closed out, a net change of +8 holders.
- The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $37.3M added.
- The largest iShares ESG Advanced Universal USD Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $23.1M sold.
Based on aggregated 13F filings for Q4 2024.