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iShares Core Universal USD Bond ETF
IUSB

70 hedge funds and large institutions have $1.72B invested in iShares Core Universal USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

75% more capital invested

Capital invested by funds: $979M → $1.72B (+$738M)

58.1% more ownership

Funds ownership: 80.2% → 138.3% (+58%)

27% more funds holding

Funds holding: 55 → 70 (+15)

Holders
70
Holders Change
+15
Holders Change %
+27.27%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
23
Increased
36
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$23.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.2M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$3.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.38M
4
DWM
Destination Wealth Management
California
-$586K
5
SI
SII Investments
Wisconsin
-$368K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$2.09M +$181K +3,555 +9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.96M +$11.8K +232 +0.6%
CAN
28
Cetera Advisor Networks
California
$1.77M +$1.08M +21,182 +156%
AII
29
AGF Investments Inc
Ontario, Canada
$1.46M -$106K -2,087 -7%
OPWM
30
Oak Point Wealth Management
Michigan
$1.34M +$1.32M +25,992 New
WIM
31
Westside Investment Management
California
$1.2M +$202K +3,973 +20%
CWM
32
Cahaba Wealth Management
Georgia
$1.1M +$654K +12,841 +145%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$883K +$884K +17,366 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$736K +$76.6K +1,504 +12%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$722K +$7.03K +138 +1%
PCM
36
Parsons Capital Management
Rhode Island
$676K +$151K +2,968 +29%
SPC
37
Sigma Planning Corp
Michigan
$616K +$76.7K +1,507 +14%
PFM
38
Phillips Financial Management
Indiana
$546K +$547K +10,736 New
BWA
39
BlueSky Wealth Advisors
North Carolina
$386K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$372K +$373K +7,317 New
FAAS
41
First Allied Advisory Services
California
$355K +$356K +6,997 New
AA
42
Ancora Advisors
Ohio
$338K +$338K +6,643 New
BFA
43
Beaumont Financial Advisors
Massachusetts
$315K +$316K +6,199 New
BTS
44
BB&T Securities
Virginia
$308K +$40.1K +788 +15%
AP
45
Agilis Partners
Massachusetts
$301K – – –
NA
46
NewEdge Advisors
Louisiana
$292K -$5.86K -115 -2%
EPP
47
ETF Portfolio Partners
Kansas
$269K +$269K +5,280 New
OA
48
Opes Advisors
California
$264K +$264K +5,192 New
HWA
49
HCR Wealth Advisors
California
$235K -$1.27K -25 -0.5%
FAIM
50
Financial Advocates Investment Management
Washington
$227K +$227K +4,461 New
1
2
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IUSB Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2017, worth a combined $1.72B — up 75% from $979M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IUSB positions and 8 closed out — a net gain of 15 holders — while 36 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $615M. The largest seller was MML Investors Services, exiting entirely with an estimated $3.2M sold.

  • 70 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $1.72B of iShares Core Universal USD Bond ETF stock for Q4 2017, up 75% quarter-over-quarter.
  • 23 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2017 was BlackRock, an estimated $615M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2017 was MML Investors Services, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2017.