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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
IGWM
351
ICA Group Wealth Management
Colorado
$347K -$1.28K -27 -0.4%
BWA
352
Burt Wealth Advisors
Maryland
$347K
MFC
353
Morris Financial Concepts
South Carolina
$345K -$244K -5,125 -41%
HKIMG
354
Hutchens & Kramer Investment Management Group
Indiana
$345K -$3.8K -80 -1%
AP
355
Advisor Partners
California
$345K
RFN
356
Redwood Financial Network
Ohio
$337K -$5.08K -107 -1%
VFPW
357
Vantage Financial Partners (Wisconsin)
Wisconsin
$335K -$88K -1,852 -21%
LWM
358
Laidlaw Wealth Management
New York
$333K -$24.6K -518 -7%
D
359
Dentgroup
Louisiana
$331K -$42.1K -885 -11%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$331K +$177K +3,728 +112%
WF
361
Wayfinding Financial
Washington
$322K +$2.19K +46 +0.7%
PA
362
Parallel Advisors
California
$310K -$147K -3,099 -32%
WIC
363
Woodmont Investment Counsel
Tennessee
$307K -$31.3K -659 -9%
WC
364
Whitney & Co
New York
$305K -$998 -21 -0.3%
RJT
365
Raymond James Trust
Florida
$304K -$203K -4,276 -40%
LNC
366
Lincoln National Corp
Pennsylvania
$303K +$308K +6,479 New
TI
367
tru Independence
Oregon
$299K -$323K -6,807 -52%
SC
368
Savant Capital
Illinois
$294K -$124K -2,606 -29%
TAM
369
Tocqueville Asset Management
New York
$281K
1WA
370
180 Wealth Advisors
Washington
$279K +$3.71K +78 +1%
MHS
371
M Holdings Securities
Oregon
$276K -$2.28K -48 -0.8%
AFP
372
Ausdal Financial Partners
Iowa
$275K -$39.5K -831 -12%
AWM
373
Aspire Wealth Management
Massachusetts
$274K +$12.4K +261 +5%
AAS
374
Ameritas Advisory Services
Nebraska
$268K -$49.9K -1,051 -16%
Fisher Asset Management
375
Fisher Asset Management
Washington
$267K -$14.8K -312 -5%

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.