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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
ACM
301
Absolute Capital Management
Pennsylvania
$596K +$47.5K +1,000 +9%
LA
302
LexAurum Advisors
Kansas
$595K +$9.27K +195 +2%
ACP
303
Aveo Capital Partners
Colorado
$590K +$11.3K +238 +2%
QCIG
304
Quad-Cities Investment Group
Iowa
$590K +$598K +12,591 New
PIA
305
Perennial Investment Advisors
California
$587K -$55.4K -1,166 -8%
CA
306
Continuum Advisory
Idaho
$581K +$4.32K +91 +0.7%
HG
307
Harbor Group
New Hampshire
$577K +$586K +12,324 New
RFG
308
Range Financial Group
Oregon
$564K +$428 +9 +0.1%
NRI
309
NFP Retirement Inc
California
$559K +$253K +5,317 +80%
KA
310
Kovack Advisors
Florida
$555K -$196K -4,132 -26%
HIF
311
Hill Island Financial
Michigan
$538K +$38.6K +813 +8%
FT
312
Fiduciary Trust
Massachusetts
$537K
ATPW
313
Ashton Thomas Private Wealth
Arizona
$533K -$233K -4,905 -30%
GIA
314
Gladstone Institutional Advisory
Florida
$530K +$155K +3,262 +40%
Creative Planning
315
Creative Planning
Kansas
$529K -$5.23K -110 -1%
EL
316
EQ LLC
Washington
$511K +$9.6K +202 +2%
CA
317
Calton & Associates
Florida
$483K -$900K -18,945 -65%
PFA
318
Pinnacle Family Advisors
Missouri
$482K +$18.9K +398 +4%
SAM
319
Strategic Asset Management
Minnesota
$477K -$12K -252 -2%
PFPT
320
Pinnacle Financial Partners (Tennessee)
Tennessee
$476K +$483K +10,157 New
TPA
321
Trivium Point Advisory
Connecticut
$472K -$2.3M -48,446 -83%
SWM
322
Selective Wealth Management
Virginia
$471K -$47.9K -1,008 -9%
MLA
323
My Legacy Advisors
Oregon
$469K +$276K +5,803 +138%
HR
324
Howe & Rusling
New York
$462K -$20.4K -429 -4%
CI
325
CX Institutional
Indiana
$458K -$27.5K -578 -6%

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.