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iShares Core Universal USD Bond ETF

475 hedge funds and large institutions have $16.5B invested in iShares Core Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 179

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 477475 (-2)

4.32% less ownership

Funds ownership: 99.83%95.51% (-4.3%)

6% less capital invested

Capital invested by funds: $17.6B → $16.5B (-$1.06B)

8% less funds holding in top 10

Funds holding in top 10: 6661 (-5)

Holders
475
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
55
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5L
476
55I LLC
Massachusetts
-$199M -4,011,582 Closed
RWRC
477
R.W. Roge & Company
New York
-$18.4M -371,157 Closed
WF
478
Williams Financial
Vermont
-$16.6M -333,689 Closed
KCM
479
Karp Capital Management
California
-$8.84M -178,132 Closed
CWG
480
Crown Wealth Group
North Carolina
-$6.36M -128,149 Closed
MWP
481
Meridian Wealth Partners
Pennsylvania
-$2.38M -48,006 Closed
LA
482
Latitude Advisors
Florida
-$2.1M -42,298 Closed
CPWMP
483
Cardinal Point Wealth Management Partners
California
-$1.01M -20,325 Closed
CL
484
CPWM LLC
Washington
-$940K -18,950 Closed
SHFA
485
SC&H Financial Advisors
Maryland
-$856K -17,240 Closed
CCG
486
Capital CS Group
California
-$811K -16,334 Closed
SAM
487
Strategy Asset Managers
California
-$718K -14,467 Closed
CA
488
Corrado Advisors
New Jersey
-$706K -14,231 Closed
MWP
489
Madison Wealth Partners
Wisconsin
-$582K -11,724 Closed
CCFM
490
Clear Creek Financial Management
Washington
-$540K -10,883 Closed
OBWG
491
Onyx Bridge Wealth Group
New York
-$475K -9,918 Closed
RPWA
492
Regent Peak Wealth Advisors
Georgia
-$409K -8,249 Closed
AWA
493
Arete Wealth Advisors
Illinois
-$409K -8,235 Closed
PWP
494
Personal Wealth Partners
Minnesota
-$406K -8,189 Closed
FCT
495
Family Capital Trust
Massachusetts
-$400K -8,050 Closed
C
496
CEDRUS
Colorado
-$371K -7,473 Closed
HF
497
HRT Financial
New York
-$338K -6,815 Closed
MOS
498
MGO One Seven
Ohio
-$268K -5,408 Closed
RW
499
Rede Wealth
Virginia
-$267K -5,386 Closed
WFA
500
Wellspring Financial Advisors
Ohio
-$258K -5,195 Closed

IUSB Hedge Fund Activity: Q2 2022 in Review

475 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2022, worth a combined $16.5B — down 6% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IUSB positions and 51 closed out — a net gain of 4 holders — while 204 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $214M. The largest seller was CFS Investment Advisory Services, cutting an estimated $724M.

  • 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2022, down from 477 in Q1 2022.
  • Funds reported $16.5B of iShares Core Universal USD Bond ETF stock for Q2 2022, down 6% quarter-over-quarter.
  • 55 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $214M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2022.