iShares Core Universal USD Bond ETF
IUSB
524 hedge funds and large institutions have $22.3B invested in iShares Core Universal USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 264 increasing their positions, 150 reducing their positions, and 40 closing their positions.
237% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $305K
76% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 150
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
3% more funds holding
Funds holding: 508 → 524 (+16)
3% more capital invested
Capital invested by funds: $21.6B → $22.3B (+$689M)
0.69% less ownership
Funds ownership: 98.76% → 98.07% (-0.69%)
1% less funds holding in top 10
Funds holding in top 10: 84 → 83 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$150M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$80.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22.7M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$18.1M |
| 3 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$10.3M |
| 4 |
BWP
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
-$8.22M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$8.18M |
IUSB Hedge Fund Activity: Q2 2023 in Review
524 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2023, worth a combined $22.3B — up 3.2% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IUSB positions and 40 closed out — a net gain of 19 holders — while 264 added to existing stakes and 150 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $22.7M.
- 524 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2023, up from 508 in Q1 2023.
- Funds reported $22.3B of iShares Core Universal USD Bond ETF stock for Q2 2023, up 3.2% quarter-over-quarter.
- 59 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2023 and 40 closed out, a net change of +19 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $150M added.
- The largest iShares Core Universal USD Bond ETF seller in Q2 2023 was Bank of America, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2023.