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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
FPS
401
Fieldpoint Private Securities
Connecticut
$185K -$283K -5,953 -60%
SMG
402
Spectrum Management Group
Indiana
$184K -$11.9M -250,697 -98%
HWMA
403
Heritage Wealth Management (Arizona)
Arizona
$180K +$25.1K +528 +16%
COCM
404
Charter Oak Capital Management
New Hampshire
$169K -$261K -5,493 -60%
FMP
405
Financial Management Professionals
Texas
$152K
MCC
406
Money Concepts Capital
Florida
$147K -$93.8K -1,975 -39%
BWL
407
Bogart Wealth LLC
Virginia
$140K -$10.5K -221 -7%
CWP
408
Concord Wealth Partners
Virginia
$132K +$1.28K +27 +1%
RIM
409
Rockbridge Investment Management
New York
$112K -$1.9K -40 -2%
GWM
410
Geneos Wealth Management
Colorado
$99K -$5.08K -107 -5%
JFA
411
JNBA Financial Advisors
Minnesota
$96K
SIS
412
Sound Income Strategies
Florida
$84K -$4.89K -103 -5%
UWM
413
Urban Wealth Management
California
$83K +$84.5K +1,778 New
PFA
414
Professional Financial Advisors
Nebraska
$69K +$2.61K +55 +4%
FA
415
Fortis Advisors
Pennsylvania
$69K +$13.4K +283 +24%
S
416
SignatureFD
Georgia
$69K +$67.1K +1,413 +2,279%
HIA
417
Harbor Investment Advisory
Maryland
$66K +$6.51K +137 +11%
SFC
418
SYM Financial Corp
Indiana
$64K +$65K +1,368 New
IF
419
Integrity Financial
Wyoming
$62K +$59.2K +1,246 +1,501%
AWM
420
Avior Wealth Management
Nebraska
$61K +$333 +7 +0.5%
BC
421
Bartlett & Co
Ohio
$59K +$808 +17 +1%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$58.8K +$808 +17 +1%
M1FG
423
Mach-1 Financial Group
Arkansas
$54K +$56.1K +1,181 New
SWM
424
SeaCrest Wealth Management
New York
$48K +$48.3K +1,017 New
ACM
425
Antonetti Capital Management
Florida
$47K

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.