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iShares Core Universal USD Bond ETF
IUSB

55 hedge funds and large institutions have $979M invested in iShares Core Universal USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $862M → $979M (+$117M)

8% more funds holding

Funds holding: 51 → 55 (+4)

3.52% less ownership

Funds ownership: 83.72% → 80.2% (-3.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
31
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$49.3M
2
RJA
Raymond James & Associates
Florida
+$20.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.71M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.68M
5
Bank of America
Bank of America
North Carolina
+$9.28M

Top Sellers

Rank Fund Capital Flow
1
AP
Agilis Partners
Massachusetts
-$12.4M
2
NA
NewEdge Advisors
Louisiana
-$1.98M
3
Jane Street
Jane Street
New York
-$774K
4
OA
Opes Advisors
California
-$387K
5
CWM
Cornerstone Wealth Management
Missouri
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
26
Westside Investment Management
California
$1M +$34.2K +670 +4%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$718K +$4.8K +94 +0.7%
CAN
28
Cetera Advisor Networks
California
$693K +$693K +13,557 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$663K +$77.3K +1,512 +13%
SPC
30
Sigma Planning Corp
Michigan
$541K +$191K +3,743 +55%
PCM
31
Parsons Capital Management
Rhode Island
$527K +$166K +3,247 +46%
CWM
32
Cahaba Wealth Management
Georgia
$452K +$452K +8,850 New
BWA
33
BlueSky Wealth Advisors
North Carolina
$388K – – –
SI
34
SII Investments
Wisconsin
$368K +$367K +7,175 New
AP
35
Agilis Partners
Massachusetts
$303K -$12.4M -242,348 -98%
NA
36
NewEdge Advisors
Louisiana
$298K -$1.98M -38,772 -87%
PAG
37
Private Advisor Group
New Jersey
$293K +$76.5K +1,498 +35%
BTS
38
BB&T Securities
Virginia
$269K +$270K +5,286 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$261K +$85.9K +1,681 +49%
IA
40
IFP Advisors
Florida
$239K +$95.1K +1,861 +66%
HWA
41
HCR Wealth Advisors
California
$237K +$238K +4,650 New
VC
42
Vicus Capital
Pennsylvania
$206K +$206K +4,030 New
BWA
43
Burt Wealth Advisors
Maryland
$146K – – –
AG
44
Advisor Group
Arizona
$127K – – –
Citigroup
45
Citigroup
New York
$50K +$562 +11 +1%
SQA
46
Simon Quick Advisors
New Jersey
$48K +$22.1K +432 +87%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$8.28K +162 +36%
US Bancorp
48
US Bancorp
Minnesota
$23K +$23K +450 New
BF
49
BOK Financial
Oklahoma
$22K +$22K +430 New
SEI Investments
50
SEI Investments
Pennsylvania
$14K +$10.8K +212 +385%
1
2
3

IUSB Hedge Fund Activity: Q3 2017 in Review

55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2017, worth a combined $979M — up 14% from $862M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IUSB positions and 7 closed out — a net gain of 6 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $49.3M. The largest seller was Agilis Partners, cutting an estimated $12.4M.

  • 55 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2017, up from 51 in Q2 2017.
  • Funds reported $979M of iShares Core Universal USD Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 13 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2017 and 7 closed out, a net change of +6 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2017 was BlackRock, an estimated $49.3M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2017 was Agilis Partners, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2017.