iShares Core Universal USD Bond ETF
IUSB
543 hedge funds and large institutions have $21.6B invested in iShares Core Universal USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 206 increasing their positions, 227 reducing their positions, and 41 closing their positions.
56% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 41
4% more funds holding
Funds holding: 524 → 543 (+19)
2.03% more ownership
Funds ownership: 98.07% → 100.11% (+2%)
3% less capital invested
Capital invested by funds: $22.3B → $21.6B (-$678M)
9% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 227
2% less funds holding in top 10
Funds holding in top 10: 83 → 81 (-2)
60% less call options, than puts
Call options by funds: $109K | Put options by funds: $274K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$562M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$205M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$125M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$85.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11B |
| 2 |
BlackRock
New York
|
-$193M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$64M |
| 4 |
LPL Financial
San Diego,
California
|
-$60.5M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$59.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
576
PrairieView Partners
St. Paul,
Minnesota
| – | -$19K | -429 | Closed |
|
|
CA
577
Crewe Advisors
Salt Lake City,
Utah
| – | -$13.4K | -295 | Closed |
|
|
AW
578
Avion Wealth
The Woodlands,
Texas
| – | -$10K | -222 | Closed |
|
579
Simplex Trading
Chicago,
Illinois
| – | -$6K | -145 | Closed |
|
|
NC
580
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$6K | -132 | Closed |
|
|
NL
581
NVWM LLC
Yardley,
Pennsylvania
| – | -$5.64K | -124 | Closed |
|
|
DI
582
Disciplined Investments
Tulsa,
Oklahoma
| – | -$3.96K | -87 | Closed |
|
|
IBOK
583
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$3.64K | -80 | Closed |
|
|
PMFA
584
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1.41K | -31 | Closed |
|
|
BHWM
585
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$954 | -21 | Closed |
|
|
WIM
586
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$91 | -2 | Closed |
|
IUSB Hedge Fund Activity: Q3 2023 in Review
543 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2023, worth a combined $21.6B — down 3% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IUSB positions and 41 closed out — a net gain of 23 holders — while 206 added to existing stakes and 227 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $562M. The largest seller was Envestnet Asset Management, cutting an estimated $1.11B.
- 543 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2023, up from 524 in Q2 2023.
- Funds reported $21.6B of iShares Core Universal USD Bond ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 64 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2023 and 41 closed out, a net change of +23 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $562M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.11B sold.
Based on aggregated 13F filings for Q3 2023.