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iShares Core Universal USD Bond ETF

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: 182192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
126
Rehmann Capital Advisory Group
Michigan
$435K +$93.4K +1,742 +28%
BWA
127
Burt Wealth Advisors
Maryland
$408K
WA
128
Waverly Advisors
Alabama
$404K +$8.36K +156 +2%
PWP
129
Personal Wealth Partners
Minnesota
$394K -$50.6K -945 -12%
CS
130
Comerica Securities
Michigan
$382K -$294K -5,491 -44%
WP
131
WealthShield Partners
North Carolina
$375K
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$342K +$337K +6,292 New
PFS
133
Prospera Financial Services
Texas
$334K -$70.7K -1,319 -18%
LIM
134
Leavell Investment Management
Alabama
$333K +$111K +2,072 +51%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$327K +$322K +6,010 New
SC
136
Savant Capital
Illinois
$326K +$4.5K +84 +1%
CA
137
Continuum Advisory
Idaho
$325K +$321K +5,990 New
AF
138
Advisornet Financial
Minnesota
$315K -$198K -3,697 -39%
IA
139
IFG Advisory
Georgia
$308K +$17.3K +322 +6%
LNC
140
Lincoln National Corp
Pennsylvania
$292K -$176K -3,280 -38%
PPP
141
Private Portfolio Partners
New Jersey
$284K +$69.3K +1,293 +33%
AAS
142
Avantax Advisory Services
Texas
$282K -$10.3K -193 -4%
BFA
143
Beaumont Financial Advisors
Massachusetts
$275K
EFL
144
ERn Financial LLC
Wisconsin
$268K +$264K +4,933 New
Citigroup
145
Citigroup
New York
$261K +$159K +2,960 +161%
CFD
146
Creative Financial Designs
Indiana
$257K +$253K +4,725 New
SWP
147
Stratos Wealth Partners
Ohio
$231K -$15.9K -297 -7%
IA
148
IFP Advisors
Florida
$226K +$65.3K +1,219 +42%
FFN
149
Focus Financial Network
Minnesota
$222K -$9.43K -176 -4%
HPC
150
Hobart Private Capital
North Carolina
$218K -$24.3K -454 -10%

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.