iShares Core Universal USD Bond ETF
IUSB
51 hedge funds and large institutions have $862M invested in iShares Core Universal USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
16% more funds holding
Funds holding: 44 → 51 (+7)
15% more capital invested
Capital invested by funds: $750M → $862M (+$111M)
2.63% less ownership
Funds ownership: 86.35% → 83.72% (-2.6%)
Top Buyers
| 1 |
BlackRock
New York
|
+$54.8M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$19.2M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
+$12.3M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.38M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.29M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$12.6M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.36M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$529K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.36M | -26,958 | Closed |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$1.33M | -26,325 | Closed |
|
|
ADL
53
Asset Dedication LLC
San Francisco,
California
| – | -$20K | -400 | Closed |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -74 | Closed |
|
IUSB Hedge Fund Activity: Q2 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2017, worth a combined $862M — up 15% from $750M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUSB positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was BlackRock, adding an estimated $54.8M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.
- 51 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2017, up from 44 in Q1 2017.
- Funds reported $862M of iShares Core Universal USD Bond ETF stock for Q2 2017, up 15% quarter-over-quarter.
- 11 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2017 and 4 closed out, a net change of +7 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q2 2017 was BlackRock, an estimated $54.8M added.
- The largest iShares Core Universal USD Bond ETF seller in Q2 2017 was Morgan Stanley, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2017.