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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
CHA
426
Carmichael Hill & Associates
Maryland
$44K
BFEC
427
Benjamin F. Edwards & Company
Missouri
$43K -$60.3K -1,270 -58%
AWM
428
Activest Wealth Management
Florida
$41K +$48 +1 +0.1%
ACA
429
Aptus Capital Advisors
Alabama
$35K
WB
430
West Bancorporation
Iowa
$30K +$30.4K +640 New
TAM
431
Tucker Asset Management
Colorado
$28.6K -$24.6K -517 -46%
RTC
432
Riverview Trust Company
Washington
$28K
WBC
433
West Branch Capital
Massachusetts
$26K +$143 +3 +0.5%
ADL
434
Asset Dedication LLC
California
$24K -$7.32K -154 -23%
TCWA
435
Ten Capital Wealth Advisors
Washington
$23K
WWM
436
Wolff Wiese Magana
California
$20K
APW
437
Axim Planning & Wealth
Ohio
$20K +$20.5K +432 New
CA
438
Crewe Advisors
Utah
$19K +$3.94K +83 +26%
IAMOG
439
Investors Asset Management of Georgia
Georgia
$19K +$19.8K +416 New
GEA
440
Glen Eagle Advisors
New Jersey
$17.5K -$12.8K -269 -42%
SSB
441
Sandy Spring Bank
Maryland
$16K
GI
442
Gradient Investments
Minnesota
$16K +$11.5K +243 +270%
UB
443
UMB Bank
Missouri
$16K +$16.7K +352 New
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K
TWP
445
TFO Wealth Partners
Ohio
$15K +$15.3K +321 New
CWM
446
Cranbrook Wealth Management
Michigan
$14K -$998 -21 -7%
SIM
447
Studio Investment Management
Illinois
$14K +$14.2K +299 New
TRCT
448
Tower Research Capital (TRC)
New York
$14K +$14.3K +300 New
TFS
449
TrustCore Financial Services
Tennessee
$14K +$14.4K +303 New
KFI
450
Key Financial Inc
Pennsylvania
$11K

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.