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iShares Core Universal USD Bond ETF

122 hedge funds and large institutions have $3.7B invested in iShares Core Universal USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $3.33B → $3.7B (+$368M)

5% more funds holding

Funds holding: 116122 (+6)

2.92% less ownership

Funds ownership: 99.78%96.86% (-2.9%)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
15
Increased
63
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wilshire Advisors
California
$9.88M +$9.7M +191,107 New
KCM
27
Karp Capital Management
California
$9.84M +$1.25M +24,704 +15%
TCM
28
Twin Capital Management
Pennsylvania
$6.66M +$6.54M +128,840 New
AssetMark Inc
29
AssetMark Inc
California
$6.09M +$3.51M +69,162 +142%
CAN
30
Cetera Advisor Networks
California
$6.09M +$549K +10,812 +10%
EVM
31
Eaton Vance Management
Massachusetts
$5.5M +$683K +13,456 +14%
GFPC
32
Global Financial Private Capital
Florida
$5.45M +$5.35M +105,357 New
FFA
33
Fragasso Financial Advisors
Pennsylvania
$5.22M +$208K +4,105 +4%
NFG
34
Next Financial Group
Texas
$5.17M +$5.08M +100,100 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.86M -$813K -16,022 -15%
C
36
Clearshares
New York
$4.59M +$1.56M +30,800 +53%
SF
37
Summit Financial
New Jersey
$4.34M +$361K +7,108 +9%
PAG
38
Private Advisor Group
New Jersey
$3.73M +$814K +16,038 +29%
BTS
39
BB&T Securities
Virginia
$3.42M +$1.95M +38,499 +139%
SHIM
40
Stone House Investment Management
Pennsylvania
$3.38M +$2.77M +54,473 +503%
OWM
41
Opes Wealth Management
California
$3.23M +$89.1K +1,755 +3%
AP
42
Agilis Partners
Massachusetts
$3.02M +$24.6K +484 +0.8%
IFAM
43
Institutional & Family Asset Management
Colorado
$2.79M +$270K +5,318 +11%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.69M +$2.09M +41,253 +379%
OMC
45
Old Mission Capital
Illinois
$2.29M +$1.74M +34,213 +336%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$2.29M +$1.21M +23,850 +117%
SI
47
Stephens Inc
Arkansas
$2.26M -$762 -15 -0%
W
48
Wealthquest
Ohio
$2.25M
BWA
49
BlueSky Wealth Advisors
North Carolina
$2.22M -$81.8K -1,611 -4%
PFM
50
Phillips Financial Management
Indiana
$2.22M +$120K +2,370 +6%

IUSB Hedge Fund Activity: Q2 2019 in Review

122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2019, worth a combined $3.7B — up 11% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IUSB positions and 7 closed out — a net gain of 8 holders — while 63 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $82.8M. The largest seller was Bank of America, cutting an estimated $16M.

  • 122 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $3.7B of iShares Core Universal USD Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 15 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2019 and 7 closed out, a net change of +8 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2019 was BlackRock, an estimated $82.8M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2019 was Bank of America, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.