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iShares Core Universal USD Bond ETF
IUSB

93 hedge funds and large institutions have $1.91B invested in iShares Core Universal USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

19% more funds holding

Funds holding: 78 → 93 (+15)

7% more capital invested

Capital invested by funds: $1.79B → $1.91B (+$121M)

0.01% less ownership

Funds ownership: 85.11% → 85.09% (-0.01%)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
24
Increased
39
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$53.5M
2
UBS Group
UBS Group
Switzerland
+$32M
3
DWM
Destination Wealth Management
California
+$20.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.18M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.07M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$6.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.6M
3
EK
Evensky & Katz
Florida
-$3.32M
4
CT
CPF Texas
Texas
-$1.95M
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
26
Westside Investment Management
California
$3M +$538K +10,910 +22%
IFAM
27
Institutional & Family Asset Management
Colorado
$2.45M +$503K +10,188 +26%
C
28
Clearshares
New York
$2.4M -$5.72K -116 -0.2%
WC
29
Whitney & Co
New York
$2.29M +$2.29M +46,483 New
Jane Street
30
Jane Street
New York
$2.12M +$2.12M +42,989 New
SI
31
Stephens Inc
Arkansas
$2.05M -$30.6K -620 -1%
WP
32
WealthShield Partners
North Carolina
$1.93M +$1.66M +33,731 +631%
Wells Fargo
33
Wells Fargo
California
$1.52M +$1.33M +26,920 +707%
PA
34
Parallel Advisors
California
$1.36M +$1.14M +23,125 +520%
BWA
35
BlueSky Wealth Advisors
North Carolina
$1.3M +$844K +17,107 +184%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.29M +$543K +11,007 +72%
AII
37
AGF Investments Inc
Ontario, Canada
$1.22M -$61.7K -1,251 -5%
PFM
38
Phillips Financial Management
Indiana
$1.16M +$296K +6,005 +34%
PCM
39
Parsons Capital Management
Rhode Island
$853K +$38.1K +773 +5%
RCS
40
Retirement Capital Strategies
California
$748K +$748K +15,162 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$683K -$987 -20 -0.1%
SPC
42
Sigma Planning Corp
Michigan
$635K +$11.3K +229 +2%
UCFA
43
United Capital Financial Advisors
Texas
$624K +$131K +2,645 +26%
CWM
44
Cahaba Wealth Management
Georgia
$602K -$287K -5,819 -32%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$582K +$3.95K +80 +0.7%
IWC
46
Integrated Wealth Concepts
Massachusetts
$572K +$574K +11,633 New
AG
47
Advisor Group
Arizona
$571K +$137K +2,768 +32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$516K +$28.3K +574 +6%
RWA
49
Ropes Wealth Advisors
Massachusetts
$415K +$415K +8,413 New
SWM
50
SVA Wealth Management
Wisconsin
$403K +$403K +8,176 New
1
2
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IUSB Hedge Fund Activity: Q2 2018 in Review

93 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2018, worth a combined $1.91B — up 6.8% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IUSB positions and 7 closed out — a net gain of 17 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $53.5M. The largest seller was Raymond James & Associates, cutting an estimated $6.32M.

  • 93 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2018, up from 78 in Q1 2018.
  • Funds reported $1.91B of iShares Core Universal USD Bond ETF stock for Q2 2018, up 6.8% quarter-over-quarter.
  • 24 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2018 and 7 closed out, a net change of +17 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2018 was BlackRock, an estimated $53.5M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2018 was Raymond James & Associates, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2018.