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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
AWM
326
Axxcess Wealth Management
California
$457K +$18K +378 +4%
SS
327
Simplicity Solutions
Minnesota
$456K -$4.18K -88 -0.9%
SLF
328
Sun Life Financial
Ontario, Canada
$455K -$398K -8,375 -46%
IA
329
Integrity Advisory
Kansas
$448K -$591K -12,434 -56%
BFA
330
Beacon Financial Advisory
Ohio
$444K -$73.6K -1,548 -14%
ACM
331
Advisors Capital Management
New Jersey
$431K +$437K +9,199 New
TWP
332
Tempus Wealth Planning
California
$405K +$411K +8,653 New
HWM
333
Hohimer Wealth Management
Washington
$404K -$515K -10,841 -56%
PP
334
Prosperity Planning
Missouri
$404K
HSA
335
HBK Sorce Advisory
Pennsylvania
$399K +$43.5K +915 +12%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$398K -$199K -4,192 -33%
SFG
337
Snider Financial Group
Washington
$396K -$224K -4,707 -36%
PCS
338
Personal CFO Solutions
New Jersey
$394K +$33.7K +710 +9%
CAAM
339
Cornerstone Advisors Asset Management
Pennsylvania
$384K
TGAM
340
TBH Global Asset Management
Tennessee
$381K -$5.7K -120 -1%
FC
341
Financial Council
Maryland
$379K
LRIA
342
Leonard Rickey Investment Advisors
Washington
$378K -$273K -5,745 -42%
PB
343
Pinnacle Bancorp
Nebraska
$371K +$79.4K +1,670 +27%
BFPW
344
BOK Financial Private Wealth
Colorado
$370K +$19.1K +401 +5%
VWA
345
V Wealth Advisors
Kansas
$364K -$72K -1,515 -16%
AFAS
346
Acorn Financial Advisory Services
Virginia
$361K +$2.9K +61 +0.8%
KWM
347
Kingsview Wealth Management
Oregon
$357K +$362K +7,615 New
BIP
348
Blueprint Investment Partners
North Carolina
$352K -$1.3M -27,436 -78%
PFS
349
Prospera Financial Services
Texas
$352K -$14.1K -297 -4%
FA
350
FDx Advisors
Illinois
$351K +$4.7K +99 +1%

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.