iShares Core Universal USD Bond ETF
IUSB
477 hedge funds and large institutions have $17.6B invested in iShares Core Universal USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 48 closing their positions.
159% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 101
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
16% more funds holding in top 10
Funds holding in top 10: 57 → 66 (+9)
13% more capital invested
Capital invested by funds: $15.6B → $17.6B (+$1.98B)
6.22% more ownership
Funds ownership: 93.61% → 99.83% (+6.2%)
2% more funds holding
Funds holding: 466 → 477 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$899M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$776M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$295M |
| 4 |
BlackRock
New York
|
+$227M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
-$44M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22.6M |
| 3 |
EH
Equitable Holdings
New York
|
-$12.4M |
| 4 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$10.9M |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$10.4M |
IUSB Hedge Fund Activity: Q1 2022 in Review
477 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2022, worth a combined $17.6B — up 13% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IUSB positions and 48 closed out — a net gain of 20 holders — while 262 added to existing stakes and 101 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $899M. The largest seller was Spinnaker Trust, cutting an estimated $44M.
- 477 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2022, up from 466 in Q4 2021.
- Funds reported $17.6B of iShares Core Universal USD Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
- 68 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2022 and 48 closed out, a net change of +20 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $899M added.
- The largest iShares Core Universal USD Bond ETF seller in Q1 2022 was Spinnaker Trust, an estimated $44M sold.
Based on aggregated 13F filings for Q1 2022.