We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF
IUSB

192 hedge funds and large institutions have $4.6B invested in iShares Core Universal USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$334M)

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.61% less ownership

Funds ownership: 92.36% → 90.75% (-1.6%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
3.94%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
30
Increased
80
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$59.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.8M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$21M
4
RFC
Regions Financial Corp
Alabama
+$18.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.7M
2
Jane Street
Jane Street
New York
-$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
4
AWM
AE Wealth Management
Kansas
-$4.81M
5
SS
Simplicity Solutions
Minnesota
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$1.65M -$4.38M -81,676 -73%
CWM
77
Cahaba Wealth Management
Georgia
$1.65M +$19.9K +372 +1%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.64M -$981K -18,296 -38%
SFSG
79
Sound Financial Strategies Group
Mississippi
$1.59M +$17.5K +327 +1%
KWM
80
Kingsview Wealth Management
Oregon
$1.57M +$112K +2,092 +8%
MSAM
81
Moloney Securities Asset Management
Missouri
$1.5M +$17K +318 +1%
GM
82
GeoWealth Management
Illinois
$1.49M -$81.2K -1,516 -5%
PIMG
83
Patriot Investment Management Group
Tennessee
$1.45M +$54 +1 +0%
KPWG
84
KFA Private Wealth Group
Virginia
$1.37M +$1.35M +25,209 New
BIP
85
Blueprint Investment Partners
North Carolina
$1.35M -$25K -466 -2%
AWM
86
AE Wealth Management
Kansas
$1.31M -$4.81M -89,768 -79%
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$1.27M +$893K +16,670 +247%
VAM
88
Verity Asset Management
North Carolina
$1.2M +$31.7K +592 +3%
Deutsche Bank
89
Deutsche Bank
Germany
$1.18M +$20.4K +380 +2%
ASN
90
Advisory Services Network
Georgia
$1.17M +$854K +15,931 +284%
CG
91
CFO4Life Group
Texas
$1.14M +$109K +2,032 +11%
MWM
92
MBE Wealth Management
Wisconsin
$1.14M +$127K +2,368 +13%
SMG
93
Spectrum Management Group
Indiana
$1.14M +$1.72K +32 +0.2%
SIA
94
Strategic Investment Advisors
Michigan
$1.13M +$8.73K +163 +0.8%
JWCA
95
J.W. Cole Advisors
Florida
$1.1M +$1.09M +20,320 New
FWP
96
FAS Wealth Partners
Kansas
$1.08M -$20.4K -380 -2%
CFN
97
Cordasco Financial Network
Florida
$1.05M -$8.04K -150 -0.8%
PCM
98
Parsons Capital Management
Rhode Island
$1.02M -$482 -9 -0%
TFS
99
Thoroughbred Financial Services
Tennessee
$956K +$943K +17,602 New
HR
100
Hayden Royal
North Carolina
$927K -$300K -5,601 -25%
2 3
4
5 6

IUSB Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2020, worth a combined $4.6B — up 7.8% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IUSB positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.1M. The largest seller was BlackRock, cutting an estimated $30.7M.

  • 192 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $4.6B of iShares Core Universal USD Bond ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2020 and 17 closed out, a net change of +13 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $59.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2020 was BlackRock, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2020.