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iShares Core Universal USD Bond ETF

92 hedge funds and large institutions have $1.97B invested in iShares Core Universal USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.91B → $1.97B (+$57.9M)

0.71% less ownership

Funds ownership: 85.09%84.38% (-0.71%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
49
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
26
Institutional & Family Asset Management
Colorado
$2.57M +$133K +2,704 +5%
C
27
Clearshares
New York
$2.36M -$28.8K -584 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.33M -$1.82M -36,888 -44%
SI
29
Stephens Inc
Arkansas
$2.04M +$1.73K +35 +0.1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.91M +$627K +12,708 +48%
PFM
31
Phillips Financial Management
Indiana
$1.54M +$387K +7,840 +33%
BTS
32
BB&T Securities
Virginia
$1.5M +$1.29M +26,234 +612%
OMC
33
Old Mission Capital
Illinois
$1.44M -$2.56M -51,825 -64%
WP
34
WealthShield Partners
North Carolina
$1.39M -$538K -10,897 -28%
PA
35
Parallel Advisors
California
$1.37M +$18.2K +369 +1%
BWA
36
BlueSky Wealth Advisors
North Carolina
$1.33M +$48.8K +990 +4%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$1.31M +$993K +20,136 +304%
Citadel Advisors
38
Citadel Advisors
Florida
$1.31M +$1.31M +26,596 New
RCS
39
Retirement Capital Strategies
California
$1.25M +$508K +10,291 +68%
BWA
40
Burt Wealth Advisors
Maryland
$889K +$589K +11,939 +194%
PCM
41
Parsons Capital Management
Rhode Island
$868K +$18.6K +377 +2%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$655K -$25.8K -522 -4%
AG
43
Advisor Group
Arizona
$625K +$57.7K +1,169 +10%
CWM
44
Cahaba Wealth Management
Georgia
$622K +$26.1K +530 +4%
GCA
45
Gradient Capital Advisors
California
$610K +$613K +12,419 New
UCFA
46
United Capital Financial Advisors
Texas
$609K -$12.1K -245 -2%
AC
47
Avestar Capital
New York
$565K +$207K +4,201 +54%
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$552K -$27.5K -558 -5%
SPC
49
Sigma Planning Corp
Michigan
$521K -$112K -2,267 -18%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$510K -$3.21K -65 -0.6%

IUSB Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2018, worth a combined $1.97B — up 3% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IUSB and 16 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 49 added.

The largest buyer was UBS Group, adding an estimated $27.5M. The largest seller was Northstar Investment Advisors, exiting entirely with an estimated $3.49M sold.

  • 92 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2018, down from 93 in Q2 2018.
  • Funds reported $1.97B of iShares Core Universal USD Bond ETF stock for Q3 2018, up 3% quarter-over-quarter.
  • 16 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2018 and 17 closed out, a net change of -1 holder.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2018 was UBS Group, an estimated $27.5M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2018 was Northstar Investment Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2018.