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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
BFA
501
Bragg Financial Advisors
North Carolina
-$241K -4,849 Closed
Wealth Enhancement Advisory Services
502
Wealth Enhancement Advisory Services
Minnesota
-$236K -4,769 Closed
TC
503
TownSquare Capital
Utah
-$233K -4,703 Closed
W
504
Wealthquest
Ohio
-$244K -4,619 Closed
IPW
505
Intergy Private Wealth
Colorado
-$228K -4,602 Closed
MCA
506
MSH Capital Advisors
Arizona
-$209K -4,209 Closed
GSAM
507
Grant Street Asset Management
Pennsylvania
-$209K -4,208 Closed
WF
508
Warner Financial
Maryland
-$205K -4,125 Closed
SLWA
509
San Luis Wealth Advisors
California
-$155K -2,930 Closed
LAS
510
Lloyd Advisory Services
Georgia
-$117K -2,352 Closed
IWP
511
IAG Wealth Partners
Wisconsin
-$111K -2,235 Closed
M
512
MOTCO
Texas
-$102K -2,054 Closed
GAM
513
Gemmer Asset Management
California
-$79K -1,597 Closed
SL
514
Savior LLC
Massachusetts
-$65K -1,301 Closed
Qube Research & Technologies (QRT)
515
Qube Research & Technologies (QRT)
United Kingdom
-$29K -585 Closed
SQA
516
Simon Quick Advisors
New Jersey
-$26K -525 Closed
HA
517
Herold Advisors
New York
-$24.8K -500 Closed
CYG
518
Clean Yield Group
Vermont
-$22K -436 Closed
FMII
519
Farmers & Merchants Investments Inc
Nebraska
-$20K -409 Closed
LWMNY
520
Landmark Wealth Management (New York)
New York
-$381 -381 Closed
AWMS
521
Advocacy Wealth Management Services
Georgia
-$18K -360 Closed
FFWM
522
Future Financial Wealth Management
Ohio
-$14K -275 Closed
BFC
523
Bedel Financial Consulting
Indiana
-$10K -195 Closed
SC
524
Siena Capital
Ohio
-$1K -16 Closed
MIM
525
Macroview Investment Management
Maryland
-$1K -11 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.