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iShares Core Universal USD Bond ETF
IUSB

192 hedge funds and large institutions have $4.6B invested in iShares Core Universal USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$334M)

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.61% less ownership

Funds ownership: 92.36% → 90.75% (-1.6%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
3.94%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
30
Increased
80
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$59.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.8M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$21M
4
RFC
Regions Financial Corp
Alabama
+$18.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.7M
2
Jane Street
Jane Street
New York
-$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
4
AWM
AE Wealth Management
Kansas
-$4.81M
5
SS
Simplicity Solutions
Minnesota
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAM
26
First Ascent Asset Management
Colorado
$21.4M +$5.34M +99,720 +34%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$21.2M +$21M +390,944 New
AssetMark Inc
28
AssetMark Inc
California
$20.5M +$2.19M +40,799 +12%
KCM
29
Karp Capital Management
California
$19.6M +$2.96M +55,248 +18%
RFC
30
Regions Financial Corp
Alabama
$18.3M +$18.1M +337,548 New
ONST
31
Old North State Trust
North Carolina
$18.3M +$304K +5,671 +2%
DWA
32
Divergent Wealth Advisors
Utah
$15.3M +$10.8M +202,441 +253%
WC
33
Whitney & Co
New York
$14.7M +$348K +6,485 +2%
JSA
34
Jacobson & Schmitt Advisors
Wisconsin
$13.2M +$1.65M +30,706 +14%
VC
35
Vicus Capital
Pennsylvania
$13.2M +$12.8M +238,647 +5,400%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$12.5M – – –
CAN
37
Cetera Advisor Networks
California
$10.9M -$2.38M -44,410 -18%
CA
38
Calton & Associates
Florida
$10.7M +$1.18M +22,029 +13%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$9.19M -$4.08M -76,134 -31%
CA
40
Corrado Advisors
New Jersey
$8.5M -$1.12M -20,829 -12%
RWRC
41
R.W. Roge & Company
New York
$8.49M -$2.27M -42,308 -21%
EVM
42
Eaton Vance Management
Massachusetts
$8.35M +$70.2K +1,309 +0.9%
GFPC
43
Global Financial Private Capital
Florida
$6.77M -$1.54M -28,775 -19%
EPP
44
ETF Portfolio Partners
Kansas
$6.66M -$154K -2,867 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.56M +$1.37M +25,623 +27%
NFG
46
Next Financial Group
Texas
$6.54M +$184K +3,425 +3%
FFA
47
Fragasso Financial Advisors
Pennsylvania
$6.19M +$198K +3,695 +3%
Jane Street
48
Jane Street
New York
$5.99M -$5.3M -98,939 -47%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$5.48M +$1.66M +31,027 +44%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5.41M +$690K +12,868 +15%
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IUSB Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2020, worth a combined $4.6B — up 7.8% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IUSB positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.1M. The largest seller was BlackRock, cutting an estimated $30.7M.

  • 192 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $4.6B of iShares Core Universal USD Bond ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2020 and 17 closed out, a net change of +13 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $59.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2020 was BlackRock, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2020.