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iShares Core Universal USD Bond ETF

92 hedge funds and large institutions have $1.97B invested in iShares Core Universal USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.91B → $1.97B (+$57.9M)

0.71% less ownership

Funds ownership: 85.09%84.38% (-0.71%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
49
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clarus Wealth Advisors
Arizona
$51K +$543 +11 +1%
Citigroup
77
Citigroup
New York
$39K
APA
78
American Portfolios Advisors
New York
$35.8K
GWM
79
Geneos Wealth Management
Colorado
$29K +$29.6K +600 New
CAC
80
Certified Advisory Corp
Florida
$27K
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$18.7K +380 New
RCG
82
Ruggie Capital Group
Florida
$16K
CFGS
83
Concourse Financial Group Securities
Alabama
$16K +$15.6K +316 New
AA
84
Ancora Advisors
Ohio
$13K +$13.1K +265 New
SMFS
85
Squar Milner Financial Services
California
$12K
FHA
86
Flagship Harbor Advisors
Massachusetts
$10K
CWM
87
Cranbrook Wealth Management
Michigan
$8K +$7.94K +161 New
TL
88
TrueWealth LLC
Georgia
$5K +$49 +1 +0.9%
SPIA
89
Steward Partners Investment Advisory
New York
$4K +$4.19K +85 New
JP Morgan Chase
90
JP Morgan Chase
New York
$1K +$1.48K +30 New
NIA
91
Northstar Investment Advisors
Colorado
-$3.49M -70,687 Closed
FPGK
92
Financial Partners Group (Kansas)
Kansas
-$3.38M -68,424 Closed
AII
93
AGF Investments Inc
Ontario, Canada
-$1.22M -24,639 Closed
RWA
94
Ropes Wealth Advisors
Massachusetts
-$415K -8,413 Closed
VF
95
Virtu Financial
New York
-$344K -6,977 Closed
SS
96
Simplicity Solutions
Minnesota
-$329K -6,653 Closed
AP
97
Agilis Partners
Massachusetts
-$312K -6,328 Closed
NFG
98
Next Financial Group
Texas
-$243K -4,918 Closed
SMM
99
Stadion Money Management
Georgia
-$229K -4,635 Closed
HWA
100
HCR Wealth Advisors
California
-$228K -4,625 Closed

IUSB Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q3 2018, worth a combined $1.97B — up 3% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IUSB and 16 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 49 added.

The largest buyer was UBS Group, adding an estimated $27.5M. The largest seller was Northstar Investment Advisors, exiting entirely with an estimated $3.49M sold.

  • 92 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q3 2018, down from 93 in Q2 2018.
  • Funds reported $1.97B of iShares Core Universal USD Bond ETF stock for Q3 2018, up 3% quarter-over-quarter.
  • 16 funds opened new iShares Core Universal USD Bond ETF positions in Q3 2018 and 17 closed out, a net change of -1 holder.
  • The largest iShares Core Universal USD Bond ETF buyer in Q3 2018 was UBS Group, an estimated $27.5M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q3 2018 was Northstar Investment Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2018.