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iShares Core Universal USD Bond ETF

646 hedge funds and large institutions have $28.2B invested in iShares Core Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

5% more funds holding in top 10

Funds holding in top 10: 104109 (+5)

2% more funds holding

Funds holding: 632646 (+14)

1% more capital invested

Capital invested by funds: $27.9B → $28.2B (+$251M)

0.68% less ownership

Funds ownership: 99.98%99.3% (-0.68%)

12% less call options, than puts

Call options by funds: $36K | Put options by funds: $41K

Holders
646
Holders Change
+14
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.57%
New
77
Increased
283
Reduced
236
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
401
New Republic Capital
North Carolina
$844K -$13.2K -293 -2%
FA
402
Flagstar Advisors
New York
$843K +$382K +8,499 +84%
FGAM
403
Financial Gravity Asset Management
Texas
$819K -$1.9M -42,219 -70%
HIP
404
HUB Investment Partners
Texas
$815K -$51.8K -1,152 -6%
NRI
405
NFP Retirement Inc
California
$812K +$18.3K +408 +2%
DWP
406
Daymark Wealth Partners
Ohio
$807K -$48.7K -1,084 -6%
TA
407
TFB Advisors
Kansas
$804K -$34.1K -758 -4%
BWA
408
Burt Wealth Advisors
Maryland
$802K -$18.3K -408 -2%
RCM
409
Raleigh Capital Management
North Carolina
$775K -$48.7K -1,083 -6%
BHPW
410
Beverly Hills Private Wealth
California
$772K -$253K -5,633 -25%
CAM
411
Cresset Asset Management
Illinois
$768K +$117K +2,595 +18%
PFA
412
Pettinga Financial Advisors
Indiana
$764K -$979K -21,774 -56%
AL
413
Aspiriant LLC
California
$735K -$44.2K -982 -6%
AWM
414
Aspire Wealth Management
Massachusetts
$734K -$24.5K -545 -3%
NC
415
Napatree Capital
Rhode Island
$724K
HG
416
Harbor Group
New Hampshire
$720K -$208K -4,629 -23%
AWM
417
Avior Wealth Management
Nebraska
$696K -$33.6K -747 -5%
MHB
418
Midwest Heritage Bank
Iowa
$695K -$20.8K -463 -3%
IAIM
419
International Assets Investment Management
Florida
$693K +$396K +8,803 +135%
ZB
420
Zions Bancorporation
Utah
$692K +$688K +15,310 New
NFG
421
Nations Financial Group
Iowa
$691K +$35.9K +799 +6%
BFG
422
Beacon Financial Group
Texas
$682K +$67.9K +1,511 +11%
SWP
423
ShoreHaven Wealth Partners
New Jersey
$674K +$17.6K +391 +3%
DC
424
Davenport & Co
Virginia
$670K +$1.03K +23 +0.2%
TW
425
TritonPoint Wealth
Maryland
$668K -$239K -5,324 -26%

IUSB Hedge Fund Activity: Q2 2024 in Review

646 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2024, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IUSB positions and 54 closed out — a net gain of 23 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was PNC Financial Services Group, cutting an estimated $161M.

  • 646 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $28.2B of iShares Core Universal USD Bond ETF stock for Q2 2024, up 0.9% quarter-over-quarter.
  • 77 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2024 and 54 closed out, a net change of +23 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $129M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2024.