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iShares Core Universal USD Bond ETF
IUSB

78 hedge funds and large institutions have $1.79B invested in iShares Core Universal USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

11% more funds holding

Funds holding: 70 → 78 (+8)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$72.1M)

53.19% less ownership

Funds ownership: 138.3% → 85.11% (-53%)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
39
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$27.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.8M
3
UBS Group
UBS Group
Switzerland
+$15.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M

Top Sellers

1
DWM
Destination Wealth Management
California
-$18.8M
2
DWA
Divergent Wealth Advisors
Utah
-$7.93M
3
CI
Conning Inc
Connecticut
-$6.55M
4
NIA
Northstar Investment Advisors
Colorado
-$2.95M
5
Wells Fargo
Wells Fargo
California
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
26
Westside Investment Management
California
$2.5M +$1.32M +26,413 +112%
C
27
Clearshares
New York
$2.42M +$6.81K +136 +0.3%
SI
28
Stephens Inc
Arkansas
$2.1M +$57.1K +1,140 +3%
IFAM
29
Institutional & Family Asset Management
Colorado
$1.97M +$1.98M +39,474 New
OPWM
30
Oak Point Wealth Management
Michigan
$1.79M +$497K +9,932 +38%
NFG
31
Next Financial Group
Texas
$1.69M +$1.69M +33,730 New
VF
32
Virtu Financial
New York
$1.57M -$1.39M -27,805 -47%
AII
33
AGF Investments Inc
Ontario, Canada
$1.29M -$142K -2,835 -10%
CWM
34
Cahaba Wealth Management
Georgia
$897K -$185K -3,696 -17%
PFM
35
Phillips Financial Management
Indiana
$874K +$341K +6,813 +63%
PCM
36
Parsons Capital Management
Rhode Island
$824K +$161K +3,220 +24%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$759K +$36.5K +730 +5%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$692K -$16.4K -328 -2%
SPC
39
Sigma Planning Corp
Michigan
$631K +$26.9K +538 +4%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$586K +$588K +11,748 New
UCFA
41
United Capital Financial Advisors
Texas
$499K +$501K +10,000 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$493K +$128K +2,558 +35%
BWA
43
BlueSky Wealth Advisors
North Carolina
$465K +$85.9K +1,717 +23%
AG
44
Advisor Group
Arizona
$438K +$281K +5,620 +178%
FAAS
45
First Allied Advisory Services
California
$386K +$38K +760 +11%
AC
46
Avestar Capital
New York
$350K +$366K +7,307 New
AP
47
Agilis Partners
Massachusetts
$316K +$20.1K +402 +7%
BFA
48
Beaumont Financial Advisors
Massachusetts
$310K – – –
SHIM
49
Stone House Investment Management
Pennsylvania
$280K +$280K +5,604 New
HFA
50
Huber Financial Advisors
Illinois
$277K +$278K +5,550 New
1
2
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IUSB Hedge Fund Activity: Q1 2018 in Review

78 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2018, worth a combined $1.79B — up 4.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IUSB positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $27.6M. The largest seller was Destination Wealth Management, cutting an estimated $18.8M.

  • 78 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $1.79B of iShares Core Universal USD Bond ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 14 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2018 and 5 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2018 was Bank of America, an estimated $27.6M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2018 was Destination Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2018.