iShares Core Universal USD Bond ETF
IUSB
166 hedge funds and large institutions have $4.07B invested in iShares Core Universal USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.
400% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 10
161% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 28
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
30% more funds holding
Funds holding: 128 → 166 (+38)
8% more capital invested
Capital invested by funds: $3.78B → $4.07B (+$291M)
0.25% less ownership
Funds ownership: 94.96% → 94.71% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$89.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.7M |
| 3 |
ONST
Old North State Trust
Greensboro,
North Carolina
|
+$15.9M |
| 4 |
Morgan Stanley
New York
|
+$15.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$57.4M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$8.67M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$4.04M |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$3.52M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$3.16M |
IUSB Hedge Fund Activity: Q4 2019 in Review
166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q4 2019, worth a combined $4.07B — up 7.7% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IUSB positions and 10 closed out — a net gain of 40 holders — while 73 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock, adding an estimated $89.9M. The largest seller was Ameriprise, cutting an estimated $57.4M.
- 166 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q4 2019, up from 128 in Q3 2019.
- Funds reported $4.07B of iShares Core Universal USD Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
- 50 funds opened new iShares Core Universal USD Bond ETF positions in Q4 2019 and 10 closed out, a net change of +40 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q4 2019 was BlackRock, an estimated $89.9M added.
- The largest iShares Core Universal USD Bond ETF seller in Q4 2019 was Ameriprise, an estimated $57.4M sold.
Based on aggregated 13F filings for Q4 2019.