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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

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

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
Citigroup
101
Citigroup
New York
$40K – – –
APA
102
American Portfolios Advisors
New York
$36.9K – – –
GWM
103
Geneos Wealth Management
Colorado
$30K – – –
CAC
104
Certified Advisory Corp
Florida
$28K – – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
IA
106
IFP Advisors
Florida
$16K -$95.9K -1,927 -86%
CFGS
107
Concourse Financial Group Securities
Alabama
$15K – – –
GSWM
108
Golden State Wealth Management
California
$14K +$14K +281 New
SMFS
109
Squar Milner Financial Services
California
$12K – – –
RFA
110
Reilly Financial Advisors
California
$11K – – –
LPWM
111
Lake Point Wealth Management
Texas
$11K +$10.3K +207 New
FCA
112
FinTrust Capital Advisors
South Carolina
$6K – – –
Lazard Asset Management
113
Lazard Asset Management
New York
$6K – – –
TL
114
TrueWealth LLC
Georgia
$6K +$50 +1 +0.9%
SBL
115
Sargent Bickham Lagudis
Colorado
$6K +$6.12K +123 New
TRCT
116
Tower Research Capital (TRC)
New York
$1K -$249 -5 -21%
FTUS
117
Flow Traders U.S.
New York
– -$5.33M -108,202 Closed
NFG
118
Next Financial Group
Texas
– -$3.21M -65,214 Closed
BCA
119
Biltmore Capital Advisors
New Jersey
– -$2.36M -47,936 Closed
QCM
120
Quest Capital Management
Texas
– -$1.97M -39,903 Closed
SQA
121
Simon Quick Advisors
New Jersey
– -$869K -17,649 Closed
Bank of New York Mellon
122
Bank of New York Mellon
New York
– -$746K -15,155 Closed
RJT
123
Raymond James Trust
Florida
– -$650K -13,200 Closed
GFP
124
Gryphon Financial Partners
Ohio
– -$582K -11,828 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
– -$227K -4,606 Closed
2 3 4
5
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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.