We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

78 hedge funds and large institutions have $1.79B invested in iShares Core Universal USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 7078 (+8)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$72.1M)

53.19% less ownership

Funds ownership: 138.3%85.11% (-53%)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
39
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$276K -$27.3K -545 -9%
WP
52
WealthShield Partners
North Carolina
$267K +$207K +4,128 +340%
OA
53
Opes Advisors
California
$264K +$5.11K +102 +2%
EPP
54
ETF Portfolio Partners
Kansas
$240K -$23.9K -478 -9%
HWA
55
HCR Wealth Advisors
California
$231K
PA
56
Parallel Advisors
California
$222K +$222K +4,444 New
CA
57
Continuum Advisory
Idaho
$214K +$15.6K +312 +8%
VC
58
Vicus Capital
Pennsylvania
$212K +$9.01K +180 +4%
FAIM
59
Financial Advocates Investment Management
Washington
$210K -$12.5K -249 -6%
IA
60
IFP Advisors
Florida
$200K
Wells Fargo
61
Wells Fargo
California
$190K -$2.5M -49,961 -93%
LFG
62
LifePlan Financial Group
Ohio
$174K +$174K +3,476 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$164K +$123K +2,453 +298%
BWA
64
Burt Wealth Advisors
Maryland
$143K
SWM
65
SeaCrest Wealth Management
New York
$52K +$52.4K +1,047 New
Citigroup
66
Citigroup
New York
$40K -$551 -11 -1%
APA
67
American Portfolios Advisors
New York
$36.4K +$10K +200 +38%
SWP
68
Stratos Wealth Partners
Ohio
$34K -$19.4K -388 -36%
SEI Investments
69
SEI Investments
Pennsylvania
$34K +$6.76K +135 +25%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$30K -$200 -4 -0.7%
CAC
71
Certified Advisory Corp
Florida
$27K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$100 -2 -0.4%
CCA
73
Clearwater Capital Advisors
Illinois
$20K +$20K +400 New
AF
74
Advisornet Financial
Minnesota
$12K
WEC
75
Winslow Evans & Crocker
Massachusetts
$9.99K

IUSB Hedge Fund Activity: Q1 2018 in Review

78 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2018, worth a combined $1.79B — up 4.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IUSB positions and 5 closed out — a net gain of 9 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $27.6M. The largest seller was Destination Wealth Management, cutting an estimated $18.8M.

  • 78 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $1.79B of iShares Core Universal USD Bond ETF stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 14 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2018 and 5 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2018 was Bank of America, an estimated $27.6M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2018 was Destination Wealth Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2018.