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iShares Core Universal USD Bond ETF

122 hedge funds and large institutions have $3.7B invested in iShares Core Universal USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $3.33B → $3.7B (+$368M)

5% more funds holding

Funds holding: 116122 (+6)

2.92% less ownership

Funds ownership: 99.78%96.86% (-2.9%)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
15
Increased
63
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$2.02M +$571K +11,238 +40%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$1.97M +$489K +9,628 +34%
WP
53
WealthSource Partners
California
$1.83M +$1.8M +35,433 New
SWM
54
SVA Wealth Management
Wisconsin
$1.74M +$68.9K +1,357 +4%
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.58M +$419K +8,253 +36%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.57M -$354K -6,963 -19%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.53M +$1.5M +29,596 New
CWM
58
Cahaba Wealth Management
Georgia
$1.47M +$36.8K +725 +3%
PA
59
Parallel Advisors
California
$1.36M -$55.8K -1,100 -4%
AI
60
Atria Investments
North Carolina
$1.33M +$171K +3,377 +15%
PIMG
61
Patriot Investment Management Group
Tennessee
$1.29M +$132K +2,598 +12%
AG
62
Advisor Group
Arizona
$1.26M -$7.57K -149 -0.6%
FWP
63
FAS Wealth Partners
Kansas
$1.09M -$347K -6,840 -24%
KWM
64
Kingsview Wealth Management
Oregon
$1.02M +$1M +19,706 New
RCS
65
Retirement Capital Strategies
California
$1.01M +$30.9K +608 +3%
CFN
66
Cordasco Financial Network
Florida
$1.01M -$48.9K -964 -5%
WP
67
WealthShield Partners
North Carolina
$928K +$772K +15,197 +549%
PCM
68
Parsons Capital Management
Rhode Island
$926K -$1.63K -32 -0.2%
VAM
69
Verity Asset Management
North Carolina
$923K +$40.5K +797 +5%
SPC
70
Sigma Planning Corp
Michigan
$915K +$352K +6,930 +64%
GM
71
GeoWealth Management
Illinois
$849K +$834K +16,429 New
Prudential Financial
72
Prudential Financial
New Jersey
$842K -$136K -2,679 -14%
WWM
73
Windsor Wealth Management
Indiana
$799K +$786K +15,490 New
AWM
74
AE Wealth Management
Kansas
$775K +$252K +4,972 +50%
SA
75
Sunesis Advisors
Kansas
$744K

IUSB Hedge Fund Activity: Q2 2019 in Review

122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2019, worth a combined $3.7B — up 11% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IUSB positions and 7 closed out — a net gain of 8 holders — while 63 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $82.8M. The largest seller was Bank of America, cutting an estimated $16M.

  • 122 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $3.7B of iShares Core Universal USD Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 15 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2019 and 7 closed out, a net change of +8 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2019 was BlackRock, an estimated $82.8M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2019 was Bank of America, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.