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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
BC
626
Barrett & Company
Rhode Island
$6.01K – – –
OFG
627
Oxford Financial Group
Indiana
$6.01K – – –
CJ
628
Caitlin John
Michigan
$4.88K – – –
PGAM
629
Princeton Global Asset Management
New Jersey
$3.95K – – –
IF
630
Integrity Financial
Wyoming
$3.39K – – –
FHC
631
First Heartland Consultants
Missouri
$3.35K +$353K +7,858 +12%
IGWM
632
ICA Group Wealth Management
Colorado
$3.02K -$386K -8,587 -99%
CIAS
633
Capital Investment Advisory Services
North Carolina
$2.98K -$28.6K -637 -91%
T
634
Tidemark
California
$2.63K +$944 +21 +57%
FCAS
635
First Command Advisory Services
Texas
$2.13K +$2.11K +47 New
SWA
636
SOA Wealth Advisors
New York
$1.89K +$45 +1 +2%
AWM
637
AllSquare Wealth Management
New York
$1.49K – – –
AA
638
AlphaMark Advisors
Kentucky
$1K +$1.39K +31 New
AIC
639
Archer Investment Corporation
Indiana
$904 – – –
FFO
640
Fortitude Family Office
Arizona
$859 – – –
PWMG
641
Private Wealth Management Group
New Jersey
$769 – – –
SL
642
Salomon & Ludwin
Virginia
$769 – – –
CA
643
Crewe Advisors
Utah
$769 +$764 +17 New
PCWA
644
Pacific Capital Wealth Advisors
California
$226 – – –
GLR
645
Great Lakes Retirement
Ohio
$181 +$180 +4 New
HI
646
Hoey Investments
Pennsylvania
$46 – – –
VAG
647
VisionPoint Advisory Group
Texas
$45 – – –
OWA
648
One Wealth Advisors
California
– -$21.8M -479,155 Closed
LNC
649
Lincoln National Corp
Pennsylvania
– -$9.92M -217,571 Closed
GFA
650
Gallagher Fiduciary Advisors
Illinois
– -$6.87M -150,695 Closed
24 25
26
27 28

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.