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iShares Core Universal USD Bond ETF

475 hedge funds and large institutions have $16.5B invested in iShares Core Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 179

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 477475 (-2)

4.32% less ownership

Funds ownership: 99.83%95.51% (-4.3%)

6% less capital invested

Capital invested by funds: $17.6B → $16.5B (-$1.06B)

8% less funds holding in top 10

Funds holding in top 10: 6661 (-5)

Holders
475
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
55
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
226
Aspire Private Capital
North Carolina
$1.36M +$2.85K +60 +0.2%
WWM
227
Western Wealth Management
Colorado
$1.34M +$136K +2,859 +11%
BWM
228
Baystate Wealth Management
Massachusetts
$1.34M -$142K -2,996 -9%
MBT
229
Montecito Bank & Trust
California
$1.31M -$1.34M -28,107 -50%
FCG
230
Financial Connections Group
California
$1.31M +$609K +12,817 +85%
Betterment LLC
231
Betterment LLC
New York
$1.28M +$154K +3,249 +13%
WPWM
232
Windward Private Wealth Management
Kansas
$1.28M +$79.4K +1,672 +7%
BA
233
Bellwether Advisors
Nebraska
$1.28M -$289K -6,075 -18%
CF
234
Centaurus Financial
California
$1.26M -$423K -8,908 -25%
VCP
235
Verus Capital Partners
Arizona
$1.26M -$5.46K -115 -0.4%
KWM
236
Keebeck Wealth Management
Illinois
$1.25M +$492K +10,356 +63%
MFGM
237
Marshall Financial Group (Maryland)
Maryland
$1.21M -$681K -14,341 -36%
VIA
238
Vident Investment Advisory
Georgia
$1.21M +$1.23M +25,868 New
LIM
239
Leavell Investment Management
Alabama
$1.19M
Citigroup
240
Citigroup
New York
$1.18M +$276K +5,801 +30%
JAG
241
Journey Advisory Group
Kentucky
$1.14M -$72.5K -1,525 -6%
CM
242
Columbus Macro
Pennsylvania
$1.12M +$13.1K +275 +1%
JWCA
243
J.W. Cole Advisors
Florida
$1.11M -$407K -8,556 -26%
SPI
244
Sutton Place Investors
New York
$1.1M +$39.7K +836 +4%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$1.08M -$381K -8,021 -26%
TA
246
TrueWealth Advisors
Alabama
$1.06M +$125K +2,639 +13%
EWA
247
EverSource Wealth Advisors
Alabama
$1.06M +$385K +8,099 +56%
MWM
248
Modera Wealth Management
New Jersey
$1.05M -$1.99M -41,984 -65%
CFA
249
Cahill Financial Advisors
Minnesota
$1.05M
SG
250
StoneX Group
New York
$1.04M -$167K -3,507 -14%

IUSB Hedge Fund Activity: Q2 2022 in Review

475 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2022, worth a combined $16.5B — down 6% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IUSB positions and 51 closed out — a net gain of 4 holders — while 204 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $214M. The largest seller was CFS Investment Advisory Services, cutting an estimated $724M.

  • 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2022, down from 477 in Q1 2022.
  • Funds reported $16.5B of iShares Core Universal USD Bond ETF stock for Q2 2022, down 6% quarter-over-quarter.
  • 55 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $214M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2022.