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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
W
101
Wealthquest
Ohio
$854K +$843K +15,725 New
TA
102
TCG Advisors
Texas
$838K +$827K +15,426 New
LRIA
103
Leonard Rickey Investment Advisors
Washington
$832K -$10.4K -194 -1%
OMC
104
Old Mission Capital
Illinois
$810K +$59.4K +1,109 +8%
LI
105
LVZ Inc
Michigan
$791K -$63.4K -1,183 -8%
SA
106
Sunesis Advisors
Kansas
$783K – – –
RPWA
107
Regent Peak Wealth Advisors
Georgia
$777K +$42.2K +787 +6%
Stifel Financial
108
Stifel Financial
Missouri
$764K +$753K +14,050 New
GCA
109
Gradient Capital Advisors
California
$759K -$4.45K -83 -0.6%
RFM
110
Royal Fund Management
Florida
$739K +$404K +7,535 +124%
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$689K +$27.5K +513 +4%
CA
112
Cetera Advisors
Colorado
$674K +$218K +4,068 +49%
CI
113
CX Institutional
Indiana
$673K -$363K -6,773 -35%
UCFA
114
United Capital Financial Advisors
Texas
$656K – – –
ECA
115
Elevated Capital Advisors
Utah
$645K +$631K +11,783 New
RMDI
116
R.M. Davis Inc
Maine
$615K +$606K +11,313 New
SPC
117
Sigma Planning Corp
Michigan
$581K +$16.3K +304 +3%
WP
118
WealthPLAN Partners
Nebraska
$536K +$526K +9,821 New
DAS
119
Dynamic Advisor Solutions
Arizona
$531K +$70.6K +1,317 +16%
RCIM
120
Red Cedar Investment Management
Michigan
$509K – – –
ANTB
121
AMG National Trust Bank
Colorado
$503K +$496K +9,257 New
SAM
122
Strategy Asset Managers
California
$478K -$42.9K -800 -8%
Prudential Financial
123
Prudential Financial
New Jersey
$465K +$22.6K +422 +5%
JIP
124
Jaffetilchin Investment Partners
Florida
$453K +$129K +2,403 +40%
RC
125
RegentAtlantic Capital
New Jersey
$441K +$435K +8,112 New
3 4
5
6 7

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.