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iShares Core Universal USD Bond ETF

646 hedge funds and large institutions have $28.2B invested in iShares Core Universal USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

5% more funds holding in top 10

Funds holding in top 10: 104109 (+5)

2% more funds holding

Funds holding: 632646 (+14)

1% more capital invested

Capital invested by funds: $27.9B → $28.2B (+$251M)

0.68% less ownership

Funds ownership: 99.98%99.3% (-0.68%)

12% less call options, than puts

Call options by funds: $36K | Put options by funds: $41K

Holders
646
Holders Change
+14
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.57%
New
77
Increased
283
Reduced
236
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
126
Tennessee Valley Asset Management Partners
Tennessee
$14.1M -$4.97M -110,479 -26%
CPBTD
127
Central Pacific Bank - Trust Division
Hawaii
$14M +$10.6M +236,653 +321%
MLA
128
My Legacy Advisors
Oregon
$13.6M +$1.61M +35,792 +14%
RIA
129
Regal Investment Advisors
Michigan
$13.4M +$250K +5,549 +2%
WWG
130
West Wealth Group
California
$13.1M +$29.8K +663 +0.2%
VNA
131
Valley National Advisers
Pennsylvania
$13M -$327K -7,267 -2%
WP
132
WealthShield Partners
North Carolina
$12.9M +$53K +1,178 +0.4%
9WM
133
9258 Wealth Management
Ohio
$12.9M -$1.5M -33,460 -11%
DAS
134
Diversify Advisory Services
Utah
$12.5M +$1.04M +23,069 +9%
TIA
135
Tiemann Investment Advisors
California
$12.3M +$195K +4,330 +2%
TWM
136
TSA Wealth Management
Texas
$12.2M -$4.23M -94,092 -26%
FPCG
137
Forum Private Client Group
Indiana
$11.9M +$354K +7,882 +3%
SWA
138
Stratos Wealth Advisors
Ohio
$11.8M +$351K +7,795 +3%
AR
139
Apeiron RIA
Texas
$11.8M +$25K +555 +0.2%
SFS
140
Security Financial Services
Indiana
$11.6M -$1.34M -29,697 -10%
PA
141
PFG Advisors
Arizona
$11.5M +$510K +11,335 +5%
KV
142
Kickstand Ventures
New York
$11.4M +$2.37M +52,710 +27%
DADC
143
D.A. Davidson & Co
Montana
$11.4M -$1.07M -23,868 -9%
FHA
144
First Horizon Advisors
Tennessee
$11M +$390K +8,679 +4%
FRA
145
FFG Retirement Advisors
Colorado
$10.9M +$318K +7,074 +3%
SL
146
Sentinus LLC
Illinois
$10.9M -$348K -7,749 -3%
SAI
147
Savvy Advisors Inc
New York
$10.8M +$4.38M +97,478 +69%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$10.5M -$12.7K -282 -0.1%
SSWM
149
Smith Salley Wealth Management
North Carolina
$10.3M +$156K +3,463 +2%
OWM
150
Orgel Wealth Management
Wisconsin
$10.3M +$90K +2,001 +0.9%

IUSB Hedge Fund Activity: Q2 2024 in Review

646 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2024, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IUSB positions and 54 closed out — a net gain of 23 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was PNC Financial Services Group, cutting an estimated $161M.

  • 646 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $28.2B of iShares Core Universal USD Bond ETF stock for Q2 2024, up 0.9% quarter-over-quarter.
  • 77 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2024 and 54 closed out, a net change of +23 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2024 was BlackRock, an estimated $129M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2024.