We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF
IUSB

166 hedge funds and large institutions have $4.07B invested in iShares Core Universal USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

30% more funds holding

Funds holding: 128 → 166 (+38)

8% more capital invested

Capital invested by funds: $3.78B → $4.07B (+$291M)

0.25% less ownership

Funds ownership: 94.96% → 94.71% (-0.25%)

Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.27%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.33%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.9M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$57.4M
2
ST
Spinnaker Trust
Maine
-$8.67M
3
CI
CX Institutional
Indiana
-$4.04M
4
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
5
SF
Summit Financial
New Jersey
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$13.9M – – –
KCM
27
Karp Capital Management
California
$13.9M +$1.69M +32,396 +14%
FAAM
28
First Ascent Asset Management
Colorado
$13.5M +$13.5M +259,292 New
WC
29
Whitney & Co
New York
$13.4M +$466K +8,929 +4%
IWC
30
Integrated Wealth Concepts
Massachusetts
$12.7M +$3.37M +64,527 +36%
AP
31
Agilis Partners
Massachusetts
$10.6M +$4.86M +93,190 +85%
GFPC
32
Global Financial Private Capital
Florida
$9.95M +$4.96M +95,008 +99%
CCFM
33
Clear Creek Financial Management
Washington
$9.62M +$9.58M +183,668 New
WA
34
Wilshire Advisors
California
$9.33M -$133K -2,541 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$9.14M +$477K +9,142 +6%
EVM
36
Eaton Vance Management
Massachusetts
$7.16M +$832K +15,952 +13%
TGAM
37
TBH Global Asset Management
Tennessee
$7.11M +$7.12M +136,370 New
EPP
38
ETF Portfolio Partners
Kansas
$6.95M +$150K +2,884 +2%
JSA
39
Jacobson & Schmitt Advisors
Wisconsin
$6.91M +$1.12M +21,377 +19%
CI
40
CX Institutional
Indiana
$6.82M -$4.04M -77,442 -37%
SL
41
Systelligence LLC
Minnesota
$6.49M +$6.5M +124,514 New
NFG
42
Next Financial Group
Texas
$6.1M +$109K +2,080 +2%
TCM
43
Twin Capital Management
Pennsylvania
$6.06M -$261K -5,000 -4%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$5.51M +$170K +3,266 +3%
Truist Financial
45
Truist Financial
North Carolina
$5.03M +$5.03M +96,462 New
PAG
46
Private Advisor Group
New Jersey
$4.59M +$530K +10,155 +13%
C
47
Clearshares
New York
$4.28M – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$4.26M +$4.26M +81,570 New
OWM
49
Opes Wealth Management
California
$4.12M +$566K +10,841 +16%
SF
50
Summit Financial
New Jersey
$4.02M -$3.16M -60,531 -44%
1
2
3 4 5

IUSB Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2019, worth a combined $4.07B — up 7.7% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSB positions and 10 closed out — a net gain of 40 holders — while 73 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $89.9M. The largest seller was Ameriprise, cutting an estimated $57.4M.

  • 166 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2019, up from 128 in Q3 2019.
  • Funds reported $4.07B of iShares Core Universal USD Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
  • 50 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2019 and 10 closed out, a net change of +40 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2019 was BlackRock, an estimated $89.9M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2019 was Ameriprise, an estimated $57.4M sold.

Based on aggregated 13F filings for Q4 2019.