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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
BWP
101
Bernardo Wealth Planning
Pennsylvania
$8.34M -$248K -5,216 -3%
VNA
102
Valley National Advisers
Pennsylvania
$8.29M +$6.97M +146,650 +481%
APW
103
Austin Private Wealth
Texas
$8.21M +$2.28M +48,020 +38%
CWS
104
Cypress Wealth Services
California
$8.2M -$962K -20,252 -10%
FPCG
105
Forum Private Client Group
Indiana
$7.92M +$1.29M +27,051 +19%
C1AG
106
Client 1st Advisory Group
Florida
$7.88M -$121K -2,556 -1%
I
107
INVST
Indiana
$7.65M +$1.43M +30,176 +23%
OWA
108
One Wealth Advisors
California
$7.27M +$173K +3,634 +2%
WA
109
Wealth Alliance
New York
$7.26M +$1.23M +25,795 +20%
SWA
110
Stratos Wealth Advisors
Ohio
$7.02M -$3.63M -76,479 -34%
PWM
111
Perigon Wealth Management
California
$6.92M -$3M -63,196 -30%
KWS
112
Keystone Wealth Services
California
$6.83M +$230K +4,835 +3%
CAN
113
Cetera Advisor Networks
California
$6.82M +$755K +15,885 +12%
NL
114
NWAM LLC
Washington
$6.78M -$1.86M -39,205 -21%
GFS
115
GYL Financial Synergies
Connecticut
$6.73M +$5.54M +116,529 +428%
CA
116
Cetera Advisors
Colorado
$6.67M +$70.3K +1,479 +1%
WWG
117
West Wealth Group
California
$6.66M -$2.64M -55,535 -28%
VWA
118
Visionary Wealth Advisors
Illinois
$6.22M -$8.61M -181,274 -58%
OWM
119
Opes Wealth Management
California
$6.08M -$3M -63,116 -33%
RIA
120
Regal Investment Advisors
Michigan
$6M +$193K +4,072 +3%
PAG
121
Private Advisor Group
New Jersey
$5.88M -$393K -8,271 -6%
GP
122
Girard Partners
Pennsylvania
$5.52M +$5.6M +117,932 New
TF
123
Trek Financial
Arizona
$5.39M +$2.47K +52 +0%
TPWA
124
TRUE Private Wealth Advisors
Oregon
$5.35M +$409K +8,614 +8%
SWM
125
Scissortail Wealth Management
Oklahoma
$5.34M -$1.12M -23,665 -19%

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.