Who Owns iShares ESG Advanced Universal USD Bond ETF (EUSB)?Hedge Fund & Institutional Holders

$43.52-0.04 (-0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$42.09$42.68$43.27$43.85$44.44Sep 24Jun 25Mar 26

EUSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SigFig Wealth Management, LLCNew Position+631K+$27.7B
JONES FINANCIAL COMPANIES LLLPNew Position+318K+$13.0B
Bond & Devick Financial Network, Inc.New Position+129K+$5.7B
Stewardship Advisors, LLCNew Position+83K+$3.6B
IMPACTfolio, LLCIncreased+80K+$3.5B
Jordan Park Group LLCNew Position+75K+$3.3B
Decker Retirement Planning Inc.New Position+72K+$3.1B
SOFI WEALTH, LLCNew Position+57K+$2.5B
Baker Avenue Asset Management, LPNew Position+50K+$2.0B
Accredited Investors Inc.New Position+41K+$1.8B
Charter Oak Capital Management, LLCNew Position+35K+$1.6B
Johnson Bixby & Associates, LLCNew Position+30K+$1.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+37K+$1.0B
Sandbox Financial Partners, LLCNew Position+22K+$957.0M
Horst & Graben Wealth Management LLCNew Position+21K+$915.0M

EUSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-214K-$9.8B
JANE STREET GROUP, LLCClosed Position-111K-$4.9B
JPMORGAN CHASE & CODecreased-72K-$3.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-36K-$1.6B
GeoWealth Management, LLCDecreased-14K-$1.6B
OSAIC HOLDINGS, INC.Decreased-4K-$763.9M
HighTower Advisors, LLCDecreased-9K-$732.7M
RAYMOND JAMES FINANCIAL INCDecreased-4K-$591.7M
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-944-$587.1M
SYNOVUS FINANCIAL CORPClosed Position-13K-$579.0M
Integrated Wealth Concepts LLCDecreased-4K-$435.0M
Dynamic Advisor Solutions LLCDecreased-2K-$426.9M
HARBOUR INVESTMENTS, INC.Decreased-3K-$409.3M
RFG Advisory, LLCClosed Position-9K-$373.4M
IHT Wealth Management, LLCDecreased-21-$319.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SigFig Wealth Management, LLC631,412$27.7B0.83%Share
2IMPACTfolio, LLC602,200$26.4B11.10%Share
3SEEDS INVESTOR LLC359,666$15.8B3.03%Share
4JPMORGAN CHASE & CO298,318$13.0B0.00%Share
5JONES FINANCIAL COMPANIES LLLP317,943$13.0B0.01%Share
6Bond & Devick Financial Network, Inc.128,903$5.7B1.59%Share
7Stewardship Advisors, LLC82,999$3.6B0.84%Share
8Jordan Park Group LLC74,646$3.3B0.19%Share
9Decker Retirement Planning Inc.71,609$3.1B1.56%Share
10Balanced Rock Investment Advisors LLC71,394$3.1B2.23%Share
11RETIREMENT CAPITAL STRATEGIES69,524$3.1B1.13%Share
12CITADEL ADVISORS LLC76,596$3.0B0.00%Share
13US BANCORP \DE\66,614$2.9B0.00%Share
14SOFI WEALTH, LLC57,386$2.5B0.13%Share
15OSAIC HOLDINGS, INC.45,613$2.0B0.00%Share
16ROYAL BANK OF CANADA58,367$2.0B0.00%Share
17Baker Avenue Asset Management, LP49,884$2.0B0.05%Share
18Stratos Wealth Partners, LTD.44,459$2.0B0.02%Share
19Accredited Investors Inc.40,733$1.8B0.09%Share
20Perennial Investment Advisors, LLC40,183$1.8B0.14%Share
21Charter Oak Capital Management, LLC35,313$1.6B0.12%Share
22Skyline Advisors, Inc.33,473$1.5B0.49%Share
23Johnson Bixby & Associates, LLC29,643$1.3B0.16%Share
24UBS Group AG27,599$1.2B0.00%Share
25Van Hulzen Asset Management, LLC24,635$1.1B0.08%Share
26OneDigital Investment Advisors LLC41,969$1.0B0.01%Share
27Haverford Trust Co35,865$1.0B0.01%Share
28UNITED CAPITAL FINANCIAL ADVISORS, LLC31,384$1.0B0.01%Share
29Equitable Holdings, Inc.23,508$1.0B0.01%Share
30RAYMOND JAMES FINANCIAL INC22,983$1.0B0.00%Share
31COMMONWEALTH EQUITY SERVICES, LLC36,718$1.0B0.00%Share
32WELLS FARGO & COMPANY/MN24,700$1.0B0.00%Share
33GeoWealth Management, LLC44,660$1.0B0.04%Share
34Central Pacific Bank - Trust Division21,932$963.0M0.12%Share
35Sandbox Financial Partners, LLC21,812$957.0M0.26%Share
36Horst & Graben Wealth Management LLC20,850$915.0M0.14%Share
37HSBC HOLDINGS PLC20,400$895.0M0.00%Share
38KWB Wealth16,953$744.0M0.07%Share
39Ally Invest Advisors Inc.15,010$659.0M0.05%Share
40ASSETMARK, INC14,158$621.0M0.00%Share
41Sonoma Allocations LLC13,941$610.0M0.20%Share
42Rockport Wealth LLC13,536$594.0M0.12%Share
43Milestone Investment Advisors LLC13,270$582.0M0.14%Share
44GC Wealth Management RIA, LLC13,064$573.0M0.02%Share
45Goldstein Advisors, LLC12,912$566.0M0.06%Share
46FSB PREMIER WEALTH MANAGEMENT, INC.12,502$548.0M0.17%Share
47Shared Vision Wealth Group LLC12,088$531.0M0.21%Share
48RED CRANE WEALTH MANAGEMENT, LLC11,827$519.0M0.42%Share
49THEORY FINANCIAL LLC11,478$505.0M0.17%Share
50Farther Finance Advisors, LLC11,495$504.0M0.01%Share

EUSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025156$169.4B+66
Q3 202590$160.3B-63
Q2 2025153$303.8B-13
Q1 2025166$491.5B+30
Q4 2024136$6.7T+24
Q3 2024112$111.0T+7
Q2 2024105$85.2T+7
Q1 202498$82.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold EUSB (iShares ESG Advanced Universal USD Bond ETF). The largest holder is SigFig Wealth Management, LLC with $27.7B in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own EUSB?

As of Q4 2025, 50 institutional investors report holding EUSB (iShares ESG Advanced Universal USD Bond ETF) in their 13F filings.

Who is the largest institutional holder of EUSB?

The largest institutional holder of EUSB is SigFig Wealth Management, LLC with $27.7B in shares.

Is institutional ownership of EUSB increasing or decreasing?

This quarter, 14 institutions opened new positions in EUSB and 4 closed their positions.