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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
WA
376
Waverly Advisors
Alabama
$261K +$523 +11 +0.2%
DIA
377
Dana Investment Advisors
Wisconsin
$261K +$12.7K +268 +5%
SWM
378
Seaside Wealth Management
California
$260K +$258K +5,420 New
CB
379
Commerce Bank
Missouri
$257K +$260K +5,482 New
WMS
380
Wealth Management Solutions
Pennsylvania
$253K -$39.9K -839 -13%
SS
381
Sunbelt Securities
Texas
$253K +$257K +5,413 New
MC
382
Moors & Cabot
Massachusetts
$250K +$14.8K +312 +6%
FFA
383
Fragasso Financial Advisors
Pennsylvania
$241K +$34.7K +730 +17%
FFA
384
Founders Financial Alliance
North Carolina
$240K -$11.6K -245 -5%
TPCW
385
TD Private Client Wealth
New York
$240K
BFA
386
Beaumont Financial Advisors
Massachusetts
$237K
IAN
387
Integrated Advisors Network
Texas
$235K +$1.71K +36 +0.7%
AWA
388
Arkadios Wealth Advisors
Georgia
$234K +$237K +4,989 New
IFG
389
Independent Financial Group
California
$232K +$235K +4,955 New
TC
390
Trilogy Capital
California
$230K +$16.5K +348 +8%
DC
391
Davenport & Co
Virginia
$229K -$15.8K -333 -6%
TFS
392
Thoroughbred Financial Services
Tennessee
$220K -$62.6K -1,318 -22%
RFN
393
RDA Financial Network
Iowa
$220K -$16.6K -349 -7%
CC
394
Corsicana & Co
Texas
$215K -$331K -6,965 -60%
ZIM
395
Zacks Investment Management
Illinois
$214K +$217K +4,572 New
NFSG
396
Newbridge Financial Services Group
Florida
$210K +$475 +10 +0.2%
RC
397
RegentAtlantic Capital
New Jersey
$208K -$240K -5,054 -53%
BO
398
BRR OpCo
Ohio
$205K +$208K +4,374 New
JIP
399
Jaffetilchin Investment Partners
Florida
$204K -$216K -4,541 -51%
US Bancorp
400
US Bancorp
Minnesota
$194K -$143 -3 -0.1%

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.