We are live on ! Find out more
IUSB icon

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
FMP
101
Financial Management Professionals
Texas
$81K
FHA
102
Flagship Harbor Advisors
Massachusetts
$80K
ASN
103
Advisory Services Network
Georgia
$76K -$5.08K -100 -6%
WCG
104
Weaver Consulting Group
California
$70K
Citigroup
105
Citigroup
New York
$57K +$15.2K +300 +38%
CJA
106
C-J Advisory
California
$52K
CWA
107
Clarus Wealth Advisors
Arizona
$49K -$4.77K -94 -9%
APA
108
American Portfolios Advisors
New York
$37.7K
GWM
109
Geneos Wealth Management
Colorado
$31K
ADL
110
Asset Dedication LLC
California
$31K +$30.5K +600 New
CAC
111
Certified Advisory Corp
Florida
$28K
HGWM
112
Harvest Group Wealth Management
Massachusetts
$26K +$26.3K +518 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$20K
CFGS
114
Concourse Financial Group Securities
Alabama
$16K
SMFS
115
Squar Milner Financial Services
California
$12K
LPWM
116
Lake Point Wealth Management
Texas
$11K
RFA
117
Reilly Financial Advisors
California
$9K -$1.52K -30 -14%
Lazard Asset Management
118
Lazard Asset Management
New York
$6K
SBL
119
Sargent Bickham Lagudis
Colorado
$6K +$51 +1 +0.8%
TL
120
TrueWealth LLC
Georgia
$6K +$51 +1 +0.9%
TRCT
121
Tower Research Capital (TRC)
New York
$5K +$3.96K +78 +411%
SPIA
122
Steward Partners Investment Advisory
New York
$4K +$4.32K +85 New
NIA
123
Northstar Investment Advisors
Colorado
-$949K -18,761 Closed
HighTower Advisors
124
HighTower Advisors
Illinois
-$329K -6,599 Closed
EK
125
Evensky & Katz
Florida
-$261K -5,162 Closed

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.