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iShares Core Universal USD Bond ETF
IUSB

166 hedge funds and large institutions have $4.07B invested in iShares Core Universal USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

30% more funds holding

Funds holding: 128 → 166 (+38)

8% more capital invested

Capital invested by funds: $3.78B → $4.07B (+$291M)

0.25% less ownership

Funds ownership: 94.96% → 94.71% (-0.25%)

Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.27%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.33%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.9M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$57.4M
2
ST
Spinnaker Trust
Maine
-$8.67M
3
CI
CX Institutional
Indiana
-$4.04M
4
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
5
SF
Summit Financial
New Jersey
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
51
R.W. Roge & Company
New York
$3.54M +$3.54M +67,808 New
IFAM
52
Institutional & Family Asset Management
Colorado
$3.26M -$165K -3,167 -5%
ARG
53
Advisory Resource Group
Oklahoma
$3.23M +$3.23M +61,907 New
WP
54
WealthSource Partners
California
$3.04M +$248K +4,750 +9%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$2.91M +$2.92M +55,871 New
OMC
56
Old Mission Capital
Illinois
$2.79M -$156K -2,991 -5%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.68M +$2.69M +51,494 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.67M +$200K +3,840 +8%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$2.6M +$417K +7,992 +19%
Comerica Bank
60
Comerica Bank
Texas
$2.41M +$1.77M +33,913 +290%
GM
61
GeoWealth Management
Illinois
$2.41M +$2.41M +46,231 New
PFM
62
Phillips Financial Management
Indiana
$2.41M +$95.6K +1,833 +4%
SI
63
Stephens Inc
Arkansas
$2.27M -$33.9K -650 -1%
SWM
64
SVA Wealth Management
Wisconsin
$2.24M +$54.2K +1,039 +2%
W
65
Wealthquest
Ohio
$2.22M -$9.97K -191 -0.4%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.17M +$318K +6,095 +17%
KPWG
67
KFA Private Wealth Group
Virginia
$2.17M +$2.17M +41,569 New
BWA
68
BlueSky Wealth Advisors
North Carolina
$2.11M -$115K -2,204 -5%
MML Investors Services
69
MML Investors Services
Massachusetts
$2.08M +$96.8K +1,856 +5%
EWF
70
Epstein & White Financial
California
$2.02M +$478K +9,154 +31%
TAIM
71
TD Ameritrade Investment Management
Nebraska
$2M +$18.6K +357 +0.9%
AG
72
Advisor Group
Arizona
$1.97M +$602K +11,530 +44%
CWM
73
Cahaba Wealth Management
Georgia
$1.84M +$43.1K +826 +2%
PA
74
Parallel Advisors
California
$1.7M +$28.9K +554 +2%
MSAM
75
Moloney Securities Asset Management
Missouri
$1.5M +$321K +6,143 +27%
1 2
3
4 5

IUSB Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2019, worth a combined $4.07B — up 7.7% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSB positions and 10 closed out — a net gain of 40 holders — while 73 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $89.9M. The largest seller was Ameriprise, cutting an estimated $57.4M.

  • 166 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2019, up from 128 in Q3 2019.
  • Funds reported $4.07B of iShares Core Universal USD Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
  • 50 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2019 and 10 closed out, a net change of +40 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2019 was BlackRock, an estimated $89.9M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2019 was Ameriprise, an estimated $57.4M sold.

Based on aggregated 13F filings for Q4 2019.