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iShares Core Universal USD Bond ETF
IUSB

200 hedge funds and large institutions have $4.83B invested in iShares Core Universal USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 47

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $4.6B → $4.83B (+$235M)

4% more funds holding

Funds holding: 192 → 200 (+8)

2.2% less ownership

Funds ownership: 90.75% → 88.54% (-2.2%)

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
4.04%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.4%
New
26
Increased
97
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$123M
2
Ameriprise
Ameriprise
Minnesota
+$50.4M
3
Jane Street
Jane Street
New York
+$36.7M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
-$28M
2
BlackRock
BlackRock
New York
-$19.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$17.5M
5
DWA
Divergent Wealth Advisors
Utah
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
51
Opes Wealth Management
California
$6.12M +$1.16M +21,301 +23%
TCM
52
Twin Capital Management
Pennsylvania
$5.15M -$55.8K -1,022 -1%
CFD
53
Creative Financial Designs
Indiana
$4.94M +$4.7M +86,080 +1,822%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$4.92M +$1.69M +30,869 +52%
SF
55
Summit Financial
New Jersey
$4.89M +$555K +10,162 +13%
C
56
Clearshares
New York
$4.81M – – –
PAG
57
Private Advisor Group
New Jersey
$4.44M +$45.9K +841 +1%
PRS
58
Pinkerton Retirement Specialists
Idaho
$4.39M +$4.41M +80,777 New
ARG
59
Advisory Resource Group
Oklahoma
$4.25M +$274K +5,021 +7%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$4.23M +$591K +10,821 +16%
Truist Financial
61
Truist Financial
North Carolina
$3.73M -$173K -3,160 -4%
WWM
62
Windsor Wealth Management
Indiana
$3.51M +$543K +9,941 +18%
IFAM
63
Institutional & Family Asset Management
Colorado
$3.37M -$118K -2,158 -3%
PFM
64
Phillips Financial Management
Indiana
$3.27M +$457K +8,374 +16%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$3.16M +$216K +3,959 +7%
KPWG
66
KFA Private Wealth Group
Virginia
$2.69M +$1.32M +24,183 +96%
LW
67
Linscomb Wealth
Texas
$2.67M +$177K +3,245 +7%
SWM
68
SVA Wealth Management
Wisconsin
$2.64M +$293K +5,370 +12%
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.46M +$2.48M +45,326 New
MWM
70
Mattern Wealth Management
Kansas
$2.45M +$269K +4,920 +12%
LI
71
LVZ Inc
Michigan
$2.44M +$1.57M +28,785 +198%
EWF
72
Epstein & White Financial
California
$2.43M +$232K +4,252 +11%
Comerica Bank
73
Comerica Bank
Texas
$2.28M -$155K -2,843 -6%
SI
74
Stephens Inc
Arkansas
$2.24M +$5.46K +100 +0.2%
IAN
75
Integrated Advisors Network
Texas
$2.22M +$2.23M +40,899 New
1 2
3
4 5

IUSB Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2020, worth a combined $4.83B — up 5.1% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IUSB positions and 16 closed out — a net gain of 10 holders — while 97 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $123M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $28M sold.

  • 200 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2020, up from 192 in Q2 2020.
  • Funds reported $4.83B of iShares Core Universal USD Bond ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
  • 26 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2020 and 16 closed out, a net change of +10 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $123M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2020 was Clear Creek Financial Management, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2020.