iShares Core Universal USD Bond ETF
IUSB
30 hedge funds and large institutions have $522M invested in iShares Core Universal USD Bond ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more funds holding
Funds holding: 25 → 30 (+5)
11% more capital invested
Capital invested by funds: $470M → $522M (+$52.7M)
92.07% less ownership
Funds ownership: 182.42% → 90.36% (-92%)
Top Buyers
Top Sellers
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$3.05M |
| 2 |
Jane Street
New York
|
-$2.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$83K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$58.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $79K | +$31.6K | +606 | +67% |
|
27
Citigroup
New York
| $50K | – | – | – |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | +$5.21K | +100 | New |
|
29
SEI Investments
Oaks,
Pennsylvania
| $3K | +$3.13K | +60 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$1.26M | -24,148 | Closed |
|
|
31
Wells Fargo
San Francisco,
California
| – | -$83K | -1,600 | Closed |
|
IUSB Hedge Fund Activity: Q3 2016 in Review
30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2016, worth a combined $522M — up 11% from $470M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IUSB positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $25.2M. The largest seller was Virtu KCG Holdings, cutting an estimated $3.05M.
- 30 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2016, up from 25 in Q2 2016.
- Funds reported $522M of iShares Core Universal USD Bond ETF stock for Q3 2016, up 11% quarter-over-quarter.
- 8 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2016 and 2 closed out, a net change of +6 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $25.2M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2016.