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iShares Core Universal USD Bond ETF

475 hedge funds and large institutions have $16.5B invested in iShares Core Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 179

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 477475 (-2)

4.32% less ownership

Funds ownership: 99.83%95.51% (-4.3%)

6% less capital invested

Capital invested by funds: $17.6B → $16.5B (-$1.06B)

8% less funds holding in top 10

Funds holding in top 10: 6661 (-5)

Holders
475
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
55
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$24.1M -$54.5M -1,147,358 -69%
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$23.7M -$456K -9,593 -2%
PFG
53
PAX Financial Group
Texas
$23.5M -$402K -8,459 -2%
IWP
54
Icon Wealth Partners
Texas
$22M +$496K +10,436 +2%
HGWM
55
Horst & Graben Wealth Management
Oregon
$21.6M +$818K +17,206 +4%
SHIM
56
Stone House Investment Management
Pennsylvania
$21.1M +$946K +19,916 +5%
RFC
57
Regions Financial Corp
Alabama
$19.7M +$2.1M +44,241 +12%
BRWA
58
B. Riley Wealth Advisors
Florida
$19.6M +$289K +6,072 +1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$19.6M +$1.07M +22,581 +6%
CFGS
60
Concourse Financial Group Securities
Alabama
$18.9M +$687K +14,454 +4%
RA
61
RFG Advisory
Alabama
$17.5M +$5.22M +109,860 +42%
LWA
62
Lineweaver Wealth Advisors
Ohio
$16.3M +$1.9M +39,945 +13%
MFG
63
Merit Financial Group
Georgia
$16M +$9.32M +196,128 +135%
HPC
64
Hobart Private Capital
North Carolina
$15.7M -$4.22M -88,738 -21%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$15.7M +$176K +3,707 +1%
AWE
66
Avidian Wealth Enterprises
Texas
$15.7M +$7.14M +150,292 +82%
OAP
67
One Advisory Partners
Kansas
$15.6M +$40.4K +850 +0.3%
T
68
TNF
Montana
$15.3M +$821K +17,287 +6%
SFO
69
Stokes Family Office
Louisiana
$15M +$948K +19,948 +7%
MIS
70
Morningstar Investment Services
Illinois
$14.9M +$2.15M +45,350 +16%
EVM
71
Eaton Vance Management
Massachusetts
$14.9M +$1.75M +36,909 +13%
KFSC
72
Keystone Financial Services (Colorado)
Colorado
$14.8M +$1.58M +33,175 +12%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$14.5M +$8.18M +172,213 +125%
CIAS
74
CFS Investment Advisory Services
New Jersey
$13.5M -$724M -15,245,535 -98%
HighTower Advisors
75
HighTower Advisors
Illinois
$13.5M -$393K -8,273 -3%

IUSB Hedge Fund Activity: Q2 2022 in Review

475 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2022, worth a combined $16.5B — down 6% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IUSB positions and 51 closed out — a net gain of 4 holders — while 204 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $214M. The largest seller was CFS Investment Advisory Services, cutting an estimated $724M.

  • 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2022, down from 477 in Q1 2022.
  • Funds reported $16.5B of iShares Core Universal USD Bond ETF stock for Q2 2022, down 6% quarter-over-quarter.
  • 55 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $214M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2022.