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iShares Core Universal USD Bond ETF
IUSB

192 hedge funds and large institutions have $4.6B invested in iShares Core Universal USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$334M)

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.61% less ownership

Funds ownership: 92.36% → 90.75% (-1.6%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
3.94%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
30
Increased
80
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$59.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.8M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$21M
4
RFC
Regions Financial Corp
Alabama
+$18.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.7M
2
Jane Street
Jane Street
New York
-$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
4
AWM
AE Wealth Management
Kansas
-$4.81M
5
SS
Simplicity Solutions
Minnesota
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Wilshire Advisors
California
$5.2M -$2.82M -52,535 -35%
TCM
52
Twin Capital Management
Pennsylvania
$5.2M -$194K -3,625 -4%
OWM
53
Opes Wealth Management
California
$4.96M +$250K +4,661 +5%
C
54
Clearshares
New York
$4.8M – – –
PAG
55
Private Advisor Group
New Jersey
$4.39M +$246K +4,597 +6%
SF
56
Summit Financial
New Jersey
$4.33M -$416K -7,765 -9%
ARG
57
Advisory Resource Group
Oklahoma
$3.98M +$1.02M +19,063 +35%
Truist Financial
58
Truist Financial
North Carolina
$3.9M -$1.74M -32,408 -31%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3.64M -$263K -4,910 -7%
IFAM
60
Institutional & Family Asset Management
Colorado
$3.49M +$105K +1,956 +3%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$3.24M +$3.2M +59,688 New
WWM
62
Windsor Wealth Management
Indiana
$2.98M +$297K +5,540 +11%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.94M +$491K +9,171 +20%
PFM
64
Phillips Financial Management
Indiana
$2.81M +$296K +5,526 +12%
LW
65
Linscomb Wealth
Texas
$2.49M +$1.36M +25,336 +124%
Comerica Bank
66
Comerica Bank
Texas
$2.46M -$588K -10,973 -20%
SWM
67
SVA Wealth Management
Wisconsin
$2.35M -$22.9K -427 -1%
TGAM
68
TBH Global Asset Management
Tennessee
$2.28M -$4.32M -80,595 -66%
SI
69
Stephens Inc
Arkansas
$2.23M -$5.36K -100 -0.2%
EWF
70
Epstein & White Financial
California
$2.19M +$7.29K +136 +0.3%
MWM
71
Mattern Wealth Management
Kansas
$2.18M +$2.15M +40,070 New
TAIM
72
TD Ameritrade Investment Management
Nebraska
$2.16M -$210K -3,923 -9%
BWA
73
BlueSky Wealth Advisors
North Carolina
$2.16M -$30.9K -576 -1%
RT
74
Rockland Trust
Massachusetts
$1.9M – – –
TPA
75
Trivium Point Advisory
Connecticut
$1.85M +$615K +11,474 +51%
1 2
3
4 5

IUSB Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2020, worth a combined $4.6B — up 7.8% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IUSB positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.1M. The largest seller was BlackRock, cutting an estimated $30.7M.

  • 192 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $4.6B of iShares Core Universal USD Bond ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2020 and 17 closed out, a net change of +13 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $59.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2020 was BlackRock, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2020.