iShares Core Universal USD Bond ETF
IUSB
632 hedge funds and large institutions have $27.9B invested in iShares Core Universal USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 390 increasing their positions, 117 reducing their positions, and 56 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 117
30% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 56
15% more capital invested
Capital invested by funds: $24.4B → $27.9B (+$3.58B)
2% more funds holding in top 10
Funds holding in top 10: 102 → 104 (+2)
1% more funds holding
Funds holding: 628 → 632 (+4)
2.98% less ownership
Funds ownership: 102.95% → 99.98% (-3%)
87% less call options, than puts
Call options by funds: $32K | Put options by funds: $246K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.55B |
| 2 |
LPL Financial
San Diego,
California
|
+$408M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$245M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$223M |
| 5 |
JP Morgan Chase
New York
|
+$222M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$447M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$327M |
| 3 |
BlackRock
New York
|
-$157M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$94.4M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$72.2M |
IUSB Hedge Fund Activity: Q1 2024 in Review
632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2024, worth a combined $27.9B — up 15% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IUSB positions and 56 closed out — a net gain of 17 holders — while 390 added to existing stakes and 117 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.55B. The largest seller was Morgan Stanley, cutting an estimated $447M.
- 632 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2024, up from 628 in Q4 2023.
- Funds reported $27.9B of iShares Core Universal USD Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 73 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2024 and 56 closed out, a net change of +17 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $1.55B added.
- The largest iShares Core Universal USD Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $447M sold.
Based on aggregated 13F filings for Q1 2024.