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iShares ESG Advanced Universal USD Bond ETF

172 hedge funds and large institutions have $590M invested in iShares ESG Advanced Universal USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $553M → $590M (+$36.7M)

2% more funds holding

Funds holding: 169172 (+3)

0.17% less ownership

Funds ownership: 80.32%80.15% (-0.17%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
89
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M +$11.5M +267,776 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$69.5M +$13.4M +311,888 +24%
LPL Financial
3
LPL Financial
California
$26.9M +$6.06M +141,002 +30%
SWM
4
SigFig Wealth Management
California
$24.6M +$986K +22,923 +4%
I
5
IMPACTfolio
Colorado
$20.9M +$722K +16,791 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$17.2M +$367K +8,532 +2%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$15.9M +$1.12M +26,089 +8%
SI
8
Seeds Investor
New York
$14.4M -$1.69M -39,417 -11%
US Bancorp
9
US Bancorp
Minnesota
$11.2M +$145K +3,364 +1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$11.2M +$1.53M +35,612 +16%
AF
11
Allworth Financial
California
$9.81M +$237K +5,516 +3%
ASN
12
Advisory Services Network
Georgia
$6.88M +$122K +2,844 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.41M +$1.52M +35,352 +32%
Morgan Stanley
14
Morgan Stanley
New York
$6.17M -$195K -4,532 -3%
OWA
15
One Wealth Advisors
California
$4.56M +$397K +9,235 +10%
SA
16
Stewardship Advisors
Pennsylvania
$4.44M -$139K -3,222 -3%
PAS
17
Park Avenue Securities
New York
$4.3M +$1.19M +27,698 +39%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.86M +$768K +17,870 +25%
PWM
19
Perigon Wealth Management
California
$3.85M -$36.2K -843 -0.9%
GM
20
GeoWealth Management
Illinois
$3.16M -$426K -9,911 -12%
DRP
21
Decker Retirement Planning
Utah
$3M +$2.96M +68,767 +47,426%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$2.93M -$6.19M -143,929 -68%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.87M +$418K +9,732 +17%
JPG
24
Jordan Park Group
California
$2.76M -$493K -11,478 -15%
RCS
25
Retirement Capital Strategies
California
$2.64M +$429K +9,987 +20%

EUSB Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced Universal USD Bond ETF (EUSB) for Q2 2025, worth a combined $590M — up 6.6% from $553M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EUSB positions and 19 closed out — a net gain of 5 holders — while 89 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $6.19M.

  • 172 institutional investors held iShares ESG Advanced Universal USD Bond ETF (EUSB) as of Q2 2025, up from 169 in Q1 2025.
  • Funds reported $590M of iShares ESG Advanced Universal USD Bond ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 24 funds opened new iShares ESG Advanced Universal USD Bond ETF positions in Q2 2025 and 19 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced Universal USD Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest iShares ESG Advanced Universal USD Bond ETF seller in Q2 2025 was Balanced Rock Investment Advisors, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2025.