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iShares Core Universal USD Bond ETF
IUSB

116 hedge funds and large institutions have $3.33B invested in iShares Core Universal USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $2.66B → $3.33B (+$678M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9.43% more ownership

Funds ownership: 90.35% → 99.78% (+9.4%)

7% more funds holding

Funds holding: 108 → 116 (+8)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
25
Increased
43
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$455M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$346M
3
Ameriprise
Ameriprise
Minnesota
+$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
DWM
Destination Wealth Management
California
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$281M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
FTUS
Flow Traders U.S.
New York
-$5.33M
5
NFG
Next Financial Group
Texas
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$376K -$42.3K -850 -10%
KA
77
Kovack Advisors
Florida
$344K +$149 +3 +0%
DAS
78
Dynamic Advisor Solutions
Arizona
$343K +$7.42K +149 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$329K +$328K +6,599 New
BFA
80
Beaumont Financial Advisors
Massachusetts
$314K – – –
Jane Street
81
Jane Street
New York
$304K +$299K +5,999 New
HFA
82
Huber Financial Advisors
Illinois
$290K +$1.54K +31 +0.5%
EK
83
Evensky & Katz
Florida
$261K +$42.2K +847 +20%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$261K +$257K +5,155 New
VC
85
Vicus Capital
Pennsylvania
$219K +$215K +4,329 New
JSA
86
Jacobson & Schmitt Advisors
Wisconsin
$216K -$1.09K -22 -0.5%
CA
87
Cetera Advisors
Colorado
$214K +$7.86K +158 +4%
Stifel Financial
88
Stifel Financial
Missouri
$210K +$206K +4,146 New
Comerica Bank
89
Comerica Bank
Texas
$210K +$207K +4,153 New
LFG
90
LifePlan Financial Group
Ohio
$165K -$11K -221 -6%
WP
91
WealthShield Partners
North Carolina
$140K -$148K -2,973 -52%
OIA
92
OneDigital Investment Advisors
Kansas
$104K +$103K +2,061 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$99K +$96.8K +1,946 +32,433%
FMP
94
Financial Management Professionals
Texas
$80K +$78.3K +1,573 New
ASN
95
Advisory Services Network
Georgia
$79K -$4.98K -100 -6%
FHA
96
Flagship Harbor Advisors
Massachusetts
$78K -$5.33K -107 -6%
WCG
97
Weaver Consulting Group
California
$69K +$67.3K +1,353 New
SWM
98
SeaCrest Wealth Management
New York
$54K – – –
CWA
99
Clarus Wealth Advisors
Arizona
$53K +$199 +4 +0.4%
CJA
100
C-J Advisory
California
$50K – – –
2 3
4
5 6

IUSB Hedge Fund Activity: Q1 2019 in Review

116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2019, worth a combined $3.33B — up 26% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSB positions and 16 closed out — a net gain of 9 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $455M. The largest seller was BlackRock, cutting an estimated $281M.

  • 116 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2019, up from 108 in Q4 2018.
  • Funds reported $3.33B of iShares Core Universal USD Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2019 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $455M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2019 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2019.