iShares Core Universal USD Bond ETF
IUSB
55 hedge funds and large institutions have $979M invested in iShares Core Universal USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 7 closing their positions.
520% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 5
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $862M → $979M (+$117M)
8% more funds holding
Funds holding: 51 → 55 (+4)
3.52% less ownership
Funds ownership: 83.72% → 80.2% (-3.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$49.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.71M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$12.4M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.98M |
| 3 |
Jane Street
New York
|
-$774K |
| 4 |
OA
Opes Advisors
Cupertino,
California
|
-$387K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.2K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $9K | – | – | – |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | +$4.8K | +94 | New |
|
|
BFEC
54
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$3.32K | +65 | New |
|
|
55
Jane Street
New York
| – | -$774K | -15,187 | Closed |
|
|
OA
56
Opes Advisors
Cupertino,
California
| – | -$387K | -7,589 | Closed |
|
|
CWM
57
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$223K | -4,372 | Closed |
|
58
JP Morgan Chase
New York
| – | -$41K | -800 | Closed |
|
|
NFG
59
Next Financial Group
Houston,
Texas
| – | -$22K | -440 | Closed |
|
|
VWA
60
V Wealth Advisors
Overland Park,
Kansas
| – | -$5K | -100 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | -$3K | -58 | Closed |
|
IUSB Hedge Fund Activity: Q3 2017 in Review
55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2017, worth a combined $979M — up 14% from $862M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IUSB positions and 7 closed out — a net gain of 6 holders — while 31 added to existing stakes and 5 trimmed.
The largest buyer was BlackRock, adding an estimated $49.3M. The largest seller was Agilis Partners, cutting an estimated $12.4M.
- 55 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2017, up from 51 in Q2 2017.
- Funds reported $979M of iShares Core Universal USD Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
- 13 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2017 and 7 closed out, a net change of +6 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q3 2017 was BlackRock, an estimated $49.3M added.
- The largest iShares Core Universal USD Bond ETF seller in Q3 2017 was Agilis Partners, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2017.