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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
CWP
651
Cyndeo Wealth Partners
Florida
– -$3.61M -79,125 Closed
OWA
652
Outlook Wealth Advisors
Texas
– -$2.87M -62,903 Closed
NL
653
NWAM LLC
Washington
– -$2.54M -56,506 Closed
WA
654
Wealthstar Advisors
Texas
– -$2.55M -55,951 Closed
FTUS
655
Flow Traders U.S.
New York
– -$996K -21,850 Closed
PAMG
656
Patton Albertson Miller Group
Tennessee
– -$908K -19,919 Closed
LFAS
657
Level Four Advisory Services
Texas
– -$784K -17,019 Closed
FCI
658
Financial Counselors Inc
Kansas
– -$610K -13,379 Closed
SC
659
Scotia Capital
Ontario, Canada
– -$602K -13,197 Closed
VC
660
Veracity Capital
Georgia
– -$588K -12,902 Closed
FCG
661
Financial Connections Group
California
– -$505K -11,061 Closed
SAM
662
Strategy Asset Managers
California
– -$408K -8,957 Closed
SFA
663
Sequoia Financial Advisors
Ohio
– -$386K -8,465 Closed
KFGK
664
Keystone Financial Group (Kentucky)
Kentucky
– -$369K -8,099 Closed
ACM
665
AUA Capital Management
Pennsylvania
– -$319K -6,994 Closed
BPA
666
Beacon Pointe Advisors
California
– -$307K -6,735 Closed
CB
667
Commerce Bank
Missouri
– -$301K -6,601 Closed
BTWM
668
Baker Tilly Wealth Management
Wisconsin
– -$283K -6,212 Closed
ECM
669
Evergreen Capital Management
Washington
– -$274K -6,000 Closed
HIC
670
Hartline Investment Corp
Illinois
– -$270K -5,921 Closed
CAAS
671
Capital Asset Advisory Services
Michigan
– -$250K -5,558 Closed
PWA
672
Prairie Wealth Advisors
Nebraska
– -$249K -5,461 Closed
CPA
673
Capital Planning Advisors
California
– -$244K -5,360 Closed
AWM
674
Able Wealth Management
New Jersey
– -$237K -5,190 Closed
CSIA
675
Charles Schwab Investment Advisory
California
– -$226K -4,952 Closed
25 26
27
28 29

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.