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iShares Core Universal USD Bond ETF

475 hedge funds and large institutions have $16.5B invested in iShares Core Universal USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 179

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 477475 (-2)

4.32% less ownership

Funds ownership: 99.83%95.51% (-4.3%)

6% less capital invested

Capital invested by funds: $17.6B → $16.5B (-$1.06B)

8% less funds holding in top 10

Funds holding in top 10: 6661 (-5)

Holders
475
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
8%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
55
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$13.5M +$13.7M +287,658 New
BCM
77
Brookstone Capital Management
Illinois
$12.9M -$1.31M -27,667 -9%
LWM
78
Liberty Wealth Management
California
$12.8M -$50.1K -1,054 -0.4%
Truist Financial
79
Truist Financial
North Carolina
$12.7M +$1.26M +26,419 +11%
FCA
80
FLC Capital Advisors
California
$12.6M +$81.9K +1,724 +0.6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$12.4M +$7.47M +157,250 +147%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$12.3M -$6.29M -132,376 -34%
SWM
83
Spire Wealth Management
Virginia
$12.3M -$6.02M -126,719 -33%
DE
84
Day & Ennis
Georgia
$12.1M +$68.4K +1,439 +0.6%
SFS
85
Security Financial Services
Indiana
$12M +$1.17M +24,655 +11%
BHWM
86
Bay Harbor Wealth Management
Maryland
$11.6M -$845K -17,789 -7%
AF
87
Allworth Financial
California
$10.7M -$69.5M -1,462,521 -87%
OPS
88
Orion Portfolio Solutions
Nebraska
$10.7M +$3.52M +73,994 +48%
IWC
89
Integrated Wealth Concepts
Massachusetts
$10.6M +$2.5M +52,709 +30%
MA
90
Mutual Advisors
Nebraska
$10.2M -$2.07M -43,615 -17%
RCS
91
Retirement Capital Strategies
California
$9.99M -$6.07M -127,809 -37%
T
92
TCWP
Ohio
$9.92M +$591K +12,430 +6%
WP
93
WealthShield Partners
North Carolina
$9.7M +$989K +20,810 +11%
AAS
94
Avantax Advisory Services
Texas
$9.59M +$1.84M +38,823 +23%
SSWM
95
Smith Salley Wealth Management
North Carolina
$9.53M -$1.97M -41,407 -17%
SPIA
96
Steward Partners Investment Advisory
New York
$9.16M +$381K +8,015 +4%
BA
97
Bivin & Associates
Oklahoma
$8.99M +$1.72M +36,102 +23%
MPW
98
MA Private Wealth
California
$8.59M +$7.55M +158,858 +664%
AP
99
Agilis Partners
Massachusetts
$8.58M +$95.8K +2,017 +1%
BFA
100
BMS Financial Advisors
South Dakota
$8.5M -$2.24M -47,053 -23%

IUSB Hedge Fund Activity: Q2 2022 in Review

475 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2022, worth a combined $16.5B — down 6% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IUSB positions and 51 closed out — a net gain of 4 holders — while 204 added to existing stakes and 179 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $214M. The largest seller was CFS Investment Advisory Services, cutting an estimated $724M.

  • 475 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2022, down from 477 in Q1 2022.
  • Funds reported $16.5B of iShares Core Universal USD Bond ETF stock for Q2 2022, down 6% quarter-over-quarter.
  • 55 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $214M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2022.