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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
LPP
126
Life Planning Partners
Florida
$5.33M -$28.3K -596 -0.5%
PPP
127
Private Portfolio Partners
New Jersey
$5.27M -$28.9K -608 -0.5%
Renaissance Technologies
128
Renaissance Technologies
New York
$5.18M +$5.26M +110,751 New
IWP
129
Insight Wealth Partners
Texas
$5.14M -$118K -2,485 -2%
IA
130
IFP Advisors
Florida
$5.14M
ASN
131
Advisory Services Network
Georgia
$5.1M +$106K +2,239 +2%
WLIM
132
White Lighthouse Investment Management
Massachusetts
$5.1M +$5.18M +108,957 New
SXL
133
Summit X LLC
Missouri
$4.95M -$32K -673 -0.6%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$4.7M +$677K +14,258 +17%
PIMG
135
Patriot Investment Management Group
Tennessee
$4.68M +$3.02M +63,649 +176%
SCA
136
Snowden Capital Advisors
New York
$4.63M +$630K +13,256 +15%
RFM
137
Royal Fund Management
Florida
$4.57M +$143K +2,999 +3%
WWM
138
Windsor Wealth Management
Indiana
$4.49M -$373K -7,841 -8%
CWA
139
Clearview Wealth Advisors
Oregon
$4.45M -$732K -15,400 -14%
WA
140
Wealthstar Advisors
Texas
$4.42M -$389K -8,181 -8%
9WM
141
9258 Wealth Management
Ohio
$4.42M +$3.4M +71,619 +316%
WIA
142
World Investment Advisors
California
$4.41M +$358K +7,540 +9%
TWM
143
Tradition Wealth Management
Minnesota
$4.4M -$2.51M -52,872 -36%
MIAN
144
Mariner Independent Advisor Network
Kansas
$4.38M -$1.46M -30,700 -25%
ARG
145
Advisory Resource Group
Oklahoma
$4.36M +$444K +9,337 +11%
PFA
146
Pettinga Financial Advisors
Indiana
$4.15M -$3.22M -67,805 -43%
SF
147
Summit Financial
New Jersey
$4.13M +$30.1K +634 +0.7%
VWM
148
Venturi Wealth Management
Texas
$4.1M +$56.2K +1,182 +1%
SB
149
Strategic Blueprint
Georgia
$4.09M +$864K +18,192 +26%
NCM
150
Northwest Capital Management
Oregon
$4.07M -$11.7K -246 -0.3%

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.