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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
KIG
276
Kowal Investment Group
Wisconsin
$735K +$323K +6,795 +76%
CWM
277
Cahaba Wealth Management
Georgia
$731K +$164K +3,444 +28%
OFG
278
OmniStar Financial Group
North Carolina
$730K +$84.6K +1,780 +13%
EP
279
Eudaimonia Partners
Tennessee
$724K -$479K -10,077 -39%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$720K -$2.04K -43 -0.3%
WIM
281
Westside Investment Management
California
$705K +$425K +8,953 +7%
LF
282
LifeSteps Financial
California
$701K -$164K -3,445 -19%
3LCM
283
3D/L Capital Management
Connecticut
$699K +$74.9K +1,576 +12%
SCFS
284
S.C. Financial Services
Arizona
$697K -$336K -7,071 -32%
CFN
285
Cordasco Financial Network
Florida
$679K -$15K -315 -2%
SWP
286
Stratos Wealth Partners
Ohio
$676K +$172K +3,628 +34%
SA
287
Sunesis Advisors
Kansas
$674K
FWP
288
FAS Wealth Partners
Kansas
$666K +$2.76K +58 +0.4%
WFC
289
Western Financial Corp
California
$652K +$4.47K +94 +0.7%
PCMC
290
Private Capital Management (Colorado)
Colorado
$651K
RFA
291
Resurgent Financial Advisors
Georgia
$648K +$309K +6,505 +89%
Charles Schwab
292
Charles Schwab
California
$629K +$638K +13,430 New
BBA
293
Braun-Bostich & Associates
Pennsylvania
$624K +$633K +13,332 New
BFG
294
Buttonwood Financial Group
Missouri
$623K -$945K -19,892 -60%
BSSFA
295
Baron Silver Stevens Financial Advisors
Florida
$618K +$163K +3,420 +35%
GCA
296
Gradient Capital Advisors
California
$616K -$22.4K -472 -3%
PPW
297
Pinnacle Private Wealth
Massachusetts
$615K -$59.7K -1,257 -9%
CA
298
CoreCap Advisors
Michigan
$614K -$290K -6,098 -32%
DAS
299
Dynamic Advisor Solutions
Arizona
$614K +$855 +18 +0.1%
PJSIMP
300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K -$368K -7,749 -37%

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.