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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
IRC
451
Investors Research Corp
Georgia
$10K
SFCL
452
Strengthening Families & Communities LLC
Massachusetts
$10K
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$9K +$665 +14 +7%
PMFA
454
Plante Moran Financial Advisors
Michigan
$9K +$8.79K +185 New
CCM
455
Chilton Capital Management
Texas
$9K +$9.5K +200 New
HNB
456
Huntington National Bank
Ohio
$8K
FF
457
FourThought Financial
Florida
$7K
OFG
458
Oxford Financial Group
Indiana
$6K
LPWM
459
Lake Point Wealth Management
Texas
$6K +$6.08K +128 New
ME
460
McIlrath & Eck
Washington
$6K +$6.37K +134 New
ZIG
461
Zullo Investment Group
Pennsylvania
$5K
BMD
462
Better Money Decisions
New Mexico
$5K +$4.7K +99 New
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$4K -$322K -6,770 -99%
WTA
464
Washington Trust Advisors
Massachusetts
$3K -$11.9K -250 -80%
EW
465
Element Wealth
Mississippi
$3K +$2.99K +63 New
ONST
466
Old North State Trust
North Carolina
$2.33K
LFG
467
Larson Financial Group
Missouri
$2K
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.95K +41 New
AIP
469
Ahrens Investment Partners
Louisiana
$1K
DWP
470
Destiny Wealth Partners
Florida
$1K
SWA
471
SOA Wealth Advisors
New York
$1K +$48 +1 +3%
CWM
472
Curi Wealth Management
North Carolina
$1K +$1.38K +29 New
HBW
473
Hazlett, Burt & Watson
West Virginia
$1K +$1.52K +32 New
Bank of Montreal
474
Bank of Montreal
Ontario, Canada
$304
AR
475
Apeiron RIA
Texas
$247 +$506K +10,642 +25%

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.