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iShares Core Universal USD Bond ETF
IUSB

116 hedge funds and large institutions have $3.33B invested in iShares Core Universal USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $2.66B → $3.33B (+$678M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9.43% more ownership

Funds ownership: 90.35% → 99.78% (+9.4%)

7% more funds holding

Funds holding: 108 → 116 (+8)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
25
Increased
43
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$455M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$346M
3
Ameriprise
Ameriprise
Minnesota
+$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
DWM
Destination Wealth Management
California
+$8.04M

Top Sellers

1
BlackRock
BlackRock
New York
-$281M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
FTUS
Flow Traders U.S.
New York
-$5.33M
5
NFG
Next Financial Group
Texas
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
51
Patriot Investment Management Group
Tennessee
$1.13M +$1.11M +22,324 New
AI
52
Atria Investments
North Carolina
$1.11M +$1.1M +22,029 New
CFN
53
Cordasco Financial Network
Florida
$1.04M -$209K -4,192 -17%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$1.04M -$734K -14,754 -42%
RCS
55
Retirement Capital Strategies
California
$963K -$76.6K -1,540 -7%
Prudential Financial
56
Prudential Financial
New Jersey
$960K +$579K +11,627 +158%
NIA
57
Northstar Investment Advisors
Colorado
$949K -$654K -13,145 -41%
PCM
58
Parsons Capital Management
Rhode Island
$908K -$3.38K -68 -0.4%
VAM
59
Verity Asset Management
North Carolina
$864K +$850K +17,071 New
SA
60
Sunesis Advisors
Kansas
$729K – – –
GCA
61
Gradient Capital Advisors
California
$671K – – –
Deutsche Bank
62
Deutsche Bank
Germany
$640K +$630K +12,665 New
UCFA
63
United Capital Financial Advisors
Texas
$628K – – –
ECA
64
Elevated Capital Advisors
Utah
$602K +$560K +11,247 New
HR
65
Hayden Royal
North Carolina
$573K +$564K +11,325 New
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$555K +$995 +20 +0.2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$551K -$1.6M -32,149 -75%
SHIM
68
Stone House Investment Management
Pennsylvania
$548K +$167K +3,361 +45%
SPC
69
Sigma Planning Corp
Michigan
$545K -$12.4K -249 -2%
OMC
70
Old Mission Capital
Illinois
$515K -$274K -5,496 -35%
AWM
71
AE Wealth Management
Kansas
$507K +$499K +10,028 New
EWF
72
Epstein & White Financial
California
$472K +$463K +9,295 New
WA
73
Waverly Advisors
Alabama
$461K -$207K -4,163 -31%
SS
74
Simplicity Solutions
Minnesota
$440K +$433K +8,699 New
BWA
75
Burt Wealth Advisors
Maryland
$384K -$3.1M -62,276 -89%
1 2
3
4 5

IUSB Hedge Fund Activity: Q1 2019 in Review

116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2019, worth a combined $3.33B — up 26% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSB positions and 16 closed out — a net gain of 9 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $455M. The largest seller was BlackRock, cutting an estimated $281M.

  • 116 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $3.33B of iShares Core Universal USD Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2019 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $455M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2019 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2019.