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iShares Core Universal USD Bond ETF

122 hedge funds and large institutions have $3.7B invested in iShares Core Universal USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $3.33B → $3.7B (+$368M)

5% more funds holding

Funds holding: 116122 (+6)

2.92% less ownership

Funds ownership: 99.78%96.86% (-2.9%)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.65%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
15
Increased
63
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$740K +$286K +5,632 +65%
EWF
77
Epstein & White Financial
California
$692K +$212K +4,182 +45%
GCA
78
Gradient Capital Advisors
California
$685K
UCFA
79
United Capital Financial Advisors
Texas
$624K -$17K -335 -3%
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$541K -$25K -492 -4%
WA
81
Waverly Advisors
Alabama
$466K -$4.62K -91 -1%
HR
82
Hayden Royal
North Carolina
$434K -$147K -2,898 -26%
BWA
83
Burt Wealth Advisors
Maryland
$397K +$4.67K +92 +1%
KA
84
Kovack Advisors
Florida
$351K +$203 +4 +0.1%
DAS
85
Dynamic Advisor Solutions
Arizona
$328K -$21.9K -431 -6%
BFA
86
Beaumont Financial Advisors
Massachusetts
$320K
HFA
87
Huber Financial Advisors
Illinois
$298K +$2.39K +47 +0.8%
Deutsche Bank
88
Deutsche Bank
Germany
$295K -$353K -6,946 -55%
LNC
89
Lincoln National Corp
Pennsylvania
$278K -$103K -2,037 -27%
BAC
90
Boys Arnold & Co
North Carolina
$271K +$266K +5,242 New
RCAG
91
Rehmann Capital Advisory Group
Michigan
$262K -$4.47K -88 -2%
GSWM
92
Golden State Wealth Management
California
$242K +$224K +4,418 +1,572%
VC
93
Vicus Capital
Pennsylvania
$225K +$1.37K +27 +0.6%
Stifel Financial
94
Stifel Financial
Missouri
$218K +$3.96K +78 +2%
CA
95
Cetera Advisors
Colorado
$216K -$4.16K -82 -2%
Comerica Bank
96
Comerica Bank
Texas
$214K
CWM
97
Cornerstone Wealth Management
Missouri
$213K +$209K +4,112 New
LFG
98
LifePlan Financial Group
Ohio
$168K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$125K +$23.9K +471 +24%
WIM
100
Westside Investment Management
California
$104K +$3.81M +75,132 New

IUSB Hedge Fund Activity: Q2 2019 in Review

122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2019, worth a combined $3.7B — up 11% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IUSB positions and 7 closed out — a net gain of 8 holders — while 63 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $82.8M. The largest seller was Bank of America, cutting an estimated $16M.

  • 122 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $3.7B of iShares Core Universal USD Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 15 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2019 and 7 closed out, a net change of +8 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2019 was BlackRock, an estimated $82.8M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2019 was Bank of America, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.