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iShares Core Universal USD Bond ETF
IUSB

116 hedge funds and large institutions have $3.33B invested in iShares Core Universal USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $2.66B → $3.33B (+$678M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9.43% more ownership

Funds ownership: 90.35% → 99.78% (+9.4%)

7% more funds holding

Funds holding: 108 → 116 (+8)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
25
Increased
43
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$455M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$346M
3
Ameriprise
Ameriprise
Minnesota
+$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
DWM
Destination Wealth Management
California
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$281M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
FTUS
Flow Traders U.S.
New York
-$5.33M
5
NFG
Next Financial Group
Texas
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$5.41M +$940K +18,881 +21%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$4.91M +$1.19M +23,906 +33%
EVM
28
Eaton Vance Management
Massachusetts
$4.71M +$4.63M +92,979 New
SF
29
Summit Financial
New Jersey
$3.89M +$284K +5,698 +8%
OWM
30
Opes Wealth Management
California
$3.07M +$3.02M +60,693 New
AP
31
Agilis Partners
Massachusetts
$2.94M +$2.89M +58,057 New
C
32
Clearshares
New York
$2.94M +$500K +10,049 +21%
PAG
33
Private Advisor Group
New Jersey
$2.84M +$591K +11,878 +27%
AssetMark Inc
34
AssetMark Inc
California
$2.47M +$2.12M +42,637 +700%
IFAM
35
Institutional & Family Asset Management
Colorado
$2.46M -$1.44K -29 -0.1%
BWA
36
BlueSky Wealth Advisors
North Carolina
$2.25M -$354K -7,115 -14%
SI
37
Stephens Inc
Arkansas
$2.21M +$63.7K +1,280 +3%
W
38
Wealthquest
Ohio
$2.2M -$67.1K -1,349 -3%
PFM
39
Phillips Financial Management
Indiana
$2.04M +$84.9K +1,705 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.89M +$1.86M +37,277 New
SWM
41
SVA Wealth Management
Wisconsin
$1.64M +$1.15M +23,040 +248%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$1.44M +$49.9K +1,002 +4%
FWP
43
FAS Wealth Partners
Kansas
$1.42M -$88.9K -1,787 -6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.41M +$388K +7,796 +39%
BTS
45
BB&T Securities
Virginia
$1.4M -$252K -5,065 -15%
CWM
46
Cahaba Wealth Management
Georgia
$1.4M +$268K +5,385 +24%
PA
47
Parallel Advisors
California
$1.39M +$40.5K +814 +3%
Citadel Advisors
48
Citadel Advisors
Florida
$1.31M -$11.1M -223,176 -90%
AG
49
Advisor Group
Arizona
$1.24M +$279K +5,612 +30%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.15M +$281K +5,652 +33%
1
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IUSB Hedge Fund Activity: Q1 2019 in Review

116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2019, worth a combined $3.33B — up 26% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSB positions and 16 closed out — a net gain of 9 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $455M. The largest seller was BlackRock, cutting an estimated $281M.

  • 116 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $3.33B of iShares Core Universal USD Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2019 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $455M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2019 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2019.