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iShares Core Universal USD Bond ETF
IUSB

646 hedge funds and large institutions have $28.2B invested in iShares Core Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

5% more funds holding in top 10

Funds holding in top 10: 104 → 109 (+5)

2% more funds holding

Funds holding: 632 → 646 (+14)

1% more capital invested

Capital invested by funds: $27.9B → $28.2B (+$251M)

0.68% less ownership

Funds ownership: 99.98% → 99.3% (-0.68%)

12% less call options, than puts

Call options by funds: $36K | Put options by funds: $41K

Holders
646
Holders Change
+14
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.57%
New
77
Increased
283
Reduced
236
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$129M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$112M
3
MAV
Mason & Associates (Virginia)
Virginia
+$107M
4
OIA
OneDigital Investment Advisors
Kansas
+$80.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$138M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$97.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$76.8M
5
CW
CreativeOne Wealth
Kansas
-$54.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
526
Redwood Financial Network
Ohio
$265K -$5.89K -131 -2%
VH
527
Visionary Horizons
Tennessee
$262K +$260K +5,786 New
FSA
528
Financial Sense Advisors
California
$261K +$259K +5,769 New
AIA
529
Alera Investment Advisors
Illinois
$261K +$259K +5,762 New
VIM
530
Vista Investment Management
Pennsylvania
$260K +$259K +5,752 New
GI
531
Gradient Investments
Minnesota
$256K +$243K +5,411 +2,191%
MFG
532
Magnus Financial Group
New York
$255K +$27.3K +607 +12%
TPCW
533
TD Private Client Wealth
New York
$255K +$31.6K +703 +14%
HWP
534
Hibernia Wealth Partners
Louisiana
$249K +$247K +5,503 New
BAM
535
Belpointe Asset Management
Nevada
$247K +$246K +5,462 New
CRI
536
Commonwealth Retirement Investments
Virginia
$242K – – –
Fisher Asset Management
537
Fisher Asset Management
Washington
$241K +$240K +5,340 New
KA
538
Kovack Advisors
Florida
$241K +$240K +5,330 New
EE
539
EWG Elevate
California
$241K +$240K +5,328 New
FF
540
Francis Financial
$241K – – –
MCM
541
MidAtlantic Capital Management
Virginia
$236K -$4.72K -105 -2%
AQR Capital Management
542
AQR Capital Management
Connecticut
$229K -$30.4K -677 -12%
SMH
543
Sanders Morris Harris
Texas
$229K +$228K +5,073 New
CB
544
Cadence Bank
Mississippi
$228K +$989 +22 +0.4%
SXL
545
Summit X LLC
Missouri
$226K -$1.03K -23 -0.5%
GWMR
546
GC Wealth Management RIA
Massachusetts
$225K – – –
AFG
547
Altiora Financial Group
Ohio
$224K – – –
MCM
548
Maple Capital Management
Vermont
$224K +$223K +4,963 New
DW30
549
Drucker Wealth 3.0
New Jersey
$219K +$218K +4,854 New
IF
550
Insight Folios
North Carolina
$219K +$218K +4,843 New
20 21
22
23 24

IUSB Hedge Fund Activity: Q2 2024 in Review

646 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2024, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IUSB positions and 54 closed out — a net gain of 23 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was PNC Financial Services Group, cutting an estimated $161M.

  • 646 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $28.2B of iShares Core Universal USD Bond ETF stock for Q2 2024, up 0.9% quarter-over-quarter.
  • 77 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2024 and 54 closed out, a net change of +23 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $129M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2024.