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iShares Core Universal USD Bond ETF

92 hedge funds and large institutions have $1.97B invested in iShares Core Universal USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.91B → $1.97B (+$57.9M)

0.71% less ownership

Funds ownership: 85.09%84.38% (-0.71%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
49
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$428K -$143K -2,890 -25%
SWM
52
SVA Wealth Management
Wisconsin
$424K +$22.3K +452 +6%
Chevy Chase Trust
53
Chevy Chase Trust
Maryland
$387K +$388K +7,869 New
DAS
54
Dynamic Advisor Solutions
Arizona
$352K +$17K +345 +5%
EPP
55
ETF Portfolio Partners
Kansas
$322K +$46.8K +948 +17%
PAG
56
Private Advisor Group
New Jersey
$313K +$314K +6,375 New
FAIM
57
Financial Advocates Investment Management
Washington
$311K -$17.4K -353 -5%
BFA
58
Beaumont Financial Advisors
Massachusetts
$305K
SHIM
59
Stone House Investment Management
Pennsylvania
$291K +$20.8K +422 +8%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$281K +$268K +5,442 +2,023%
HFA
61
Huber Financial Advisors
Illinois
$277K +$2.12K +43 +0.8%
OA
62
Opes Advisors
California
$236K -$35.3K -716 -13%
IA
63
IFP Advisors
Florida
$221K +$16.5K +334 +8%
Comerica Bank
64
Comerica Bank
Texas
$218K +$8.48K +172 +4%
JSA
65
Jacobson & Schmitt Advisors
Wisconsin
$210K +$839 +17 +0.4%
VC
66
Vicus Capital
Pennsylvania
$206K -$3.35K -68 -2%
KWM
67
Kingsview Wealth Management
Oregon
$202K +$202K +4,101 New
CA
68
Cetera Advisors
Colorado
$201K +$201K +4,070 New
LFG
69
LifePlan Financial Group
Ohio
$171K +$4.98K +101 +3%
EK
70
Evensky & Katz
Florida
$142K +$111K +2,251 +346%
SQA
71
Simon Quick Advisors
New Jersey
$131K +$19.6K +397 +17%
ASN
72
Advisory Services Network
Georgia
$106K -$6.41K -130 -6%
SWP
73
Stratos Wealth Partners
Ohio
$104K +$105K +2,119 New
WIM
74
Westside Investment Management
California
$97.1K -$2.91M -58,989 -97%
SWM
75
SeaCrest Wealth Management
New York
$53K +$1.28K +26 +2%

IUSB Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2018, worth a combined $1.97B — up 3% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IUSB and 16 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 49 added.

The largest buyer was UBS Group, adding an estimated $27.5M. The largest seller was Northstar Investment Advisors, exiting entirely with an estimated $3.49M sold.

  • 92 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2018, down from 93 in Q2 2018.
  • Funds reported $1.97B of iShares Core Universal USD Bond ETF stock for Q3 2018, up 3% quarter-over-quarter.
  • 16 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2018 and 17 closed out, a net change of -1 holder.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2018 was UBS Group, an estimated $27.5M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2018 was Northstar Investment Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2018.