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iShares Core Universal USD Bond ETF
IUSB

128 hedge funds and large institutions have $3.78B invested in iShares Core Universal USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 30

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

5% more funds holding

Funds holding: 122 → 128 (+6)

2% more capital invested

Capital invested by funds: $3.7B → $3.78B (+$80.6M)

1.9% less ownership

Funds ownership: 96.86% → 94.96% (-1.9%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.81%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
20
Increased
60
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$46.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.68M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.07M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$7.73M
5
JSA
Jacobson & Schmitt Advisors
Wisconsin
+$5.79M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.7M
3
Jane Street
Jane Street
New York
-$13.5M
4
DWA
Divergent Wealth Advisors
Utah
-$11M
5
Ameriprise
Ameriprise
Minnesota
-$9.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
51
Wealthquest
Ohio
$2.24M -$40K -768 -2%
BWA
52
BlueSky Wealth Advisors
North Carolina
$2.24M -$19.7K -378 -0.9%
SWM
53
SVA Wealth Management
Wisconsin
$2.2M +$430K +8,246 +24%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.19M +$149K +2,861 +7%
HR
55
Hayden Royal
North Carolina
$2.15M +$1.7M +32,611 +387%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$1.99M -$7.87K -151 -0.4%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.99M +$400K +7,674 +25%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.86M +$1.85M +35,594 New
CWM
59
Cahaba Wealth Management
Georgia
$1.81M +$318K +6,111 +22%
PA
60
Parallel Advisors
California
$1.68M +$293K +5,628 +21%
EWF
61
Epstein & White Financial
California
$1.55M +$838K +16,088 +119%
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$1.55M -$765K -14,680 -33%
PIMG
63
Patriot Investment Management Group
Tennessee
$1.42M +$105K +2,014 +8%
AG
64
Advisor Group
Arizona
$1.38M +$103K +1,981 +8%
AI
65
Atria Investments
North Carolina
$1.36M +$32.1K +617 +2%
Jane Street
66
Jane Street
New York
$1.31M -$13.5M -259,237 -91%
FFN
67
Focus Financial Network
Minnesota
$1.21M +$1.2M +23,022 New
MSAM
68
Moloney Securities Asset Management
Missouri
$1.19M +$1.18M +22,630 New
KWM
69
Kingsview Wealth Management
Oregon
$1.17M +$141K +2,701 +14%
SPC
70
Sigma Planning Corp
Michigan
$1.09M +$158K +3,039 +17%
FWP
71
FAS Wealth Partners
Kansas
$1.07M -$41.9K -805 -4%
CFN
72
Cordasco Financial Network
Florida
$1.03M – – –
VAM
73
Verity Asset Management
North Carolina
$1.02M +$85.8K +1,647 +9%
PCM
74
Parsons Capital Management
Rhode Island
$920K -$19.2K -369 -2%
RCS
75
Retirement Capital Strategies
California
$913K -$115K -2,202 -11%
1 2
3
4 5

IUSB Hedge Fund Activity: Q3 2019 in Review

128 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2019, worth a combined $3.78B — up 2.2% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IUSB positions and 12 closed out — a net gain of 8 holders — while 60 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $46.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $24.8M sold.

  • 128 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2019, up from 122 in Q2 2019.
  • Funds reported $3.78B of iShares Core Universal USD Bond ETF stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 20 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2019 and 12 closed out, a net change of +8 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2019 was BlackRock, an estimated $46.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2019.