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iShares Core Universal USD Bond ETF
IUSB

166 hedge funds and large institutions have $4.07B invested in iShares Core Universal USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

30% more funds holding

Funds holding: 128 → 166 (+38)

8% more capital invested

Capital invested by funds: $3.78B → $4.07B (+$291M)

0.25% less ownership

Funds ownership: 94.96% → 94.71% (-0.25%)

Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.27%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.33%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.9M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$57.4M
2
ST
Spinnaker Trust
Maine
-$8.67M
3
CI
CX Institutional
Indiana
-$4.04M
4
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
5
SF
Summit Financial
New Jersey
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$1.39M -$15.9K -305 -1%
WWM
77
Windsor Wealth Management
Indiana
$1.38M +$556K +10,650 +67%
KWM
78
Kingsview Wealth Management
Oregon
$1.31M +$143K +2,739 +12%
SAM
79
Strategy Asset Managers
California
$1.17M +$1.17M +22,385 New
AI
80
Atria Investments
North Carolina
$1.16M -$195K -3,736 -14%
FWP
81
FAS Wealth Partners
Kansas
$1.07M +$12.6K +241 +1%
VAM
82
Verity Asset Management
North Carolina
$1.07M +$50.1K +960 +5%
JWCA
83
J.W. Cole Advisors
Florida
$1.05M +$1.05M +20,106 New
SIA
84
Strategic Investment Advisors
Michigan
$1.04M +$1.04M +19,875 New
GLR
85
Great Lakes Retirement
Ohio
$1.02M +$1.03M +19,670 New
CFN
86
Cordasco Financial Network
Florida
$1.02M – – –
RCS
87
Retirement Capital Strategies
California
$940K +$31.8K +609 +3%
PCM
88
Parsons Capital Management
Rhode Island
$929K +$14.5K +278 +2%
MWM
89
MBE Wealth Management
Wisconsin
$907K +$909K +17,414 New
AF
90
Advisornet Financial
Minnesota
$901K +$902K +17,293 New
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$804K -$741K -14,200 -48%
RT
92
Rockland Trust
Massachusetts
$765K +$260K +4,982 +51%
SA
93
Sunesis Advisors
Kansas
$751K – – –
SS
94
Simplicity Solutions
Minnesota
$724K +$216K +4,134 +42%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$707K +$239K +4,589 +51%
GCA
96
Gradient Capital Advisors
California
$691K – – –
UCFA
97
United Capital Financial Advisors
Texas
$630K +$52 +1 +0%
HR
98
Hayden Royal
North Carolina
$583K -$1.57M -30,057 -73%
KA
99
Kovack Advisors
Florida
$567K +$147K +2,808 +35%
SPC
100
Sigma Planning Corp
Michigan
$560K -$521K -9,993 -48%
2 3
4
5 6

IUSB Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2019, worth a combined $4.07B — up 7.7% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSB positions and 10 closed out — a net gain of 40 holders — while 73 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $89.9M. The largest seller was Ameriprise, cutting an estimated $57.4M.

  • 166 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2019, up from 128 in Q3 2019.
  • Funds reported $4.07B of iShares Core Universal USD Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
  • 50 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2019 and 10 closed out, a net change of +40 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q4 2019 was BlackRock, an estimated $89.9M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q4 2019 was Ameriprise, an estimated $57.4M sold.

Based on aggregated 13F filings for Q4 2019.