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iShares Core Universal USD Bond ETF
IUSB

182 hedge funds and large institutions have $4.27B invested in iShares Core Universal USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

10% more funds holding

Funds holding: 166 → 182 (+16)

5% more capital invested

Capital invested by funds: $4.07B → $4.27B (+$192M)

2.35% less ownership

Funds ownership: 94.71% → 92.36% (-2.4%)

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
4.01%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
37
Increased
70
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$155M
2
Ameriprise
Ameriprise
Minnesota
+$87.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
4
SL
Systelligence LLC
Minnesota
+$12.1M
5
Jane Street
Jane Street
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$51.5M
2
ST
Spinnaker Trust
Maine
-$33.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$24.7M
4
DWA
Divergent Wealth Advisors
Utah
-$21.2M
5
RPWA
Regent Peak Wealth Advisors
Georgia
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
Ancora Advisors
Ohio
$54K – – –
APA
152
American Portfolios Advisors
New York
$34.3K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$31K +$31K +590 New
BL
154
Balentine LLC
Georgia
$24K +$105 +2 +0.4%
HIA
155
Harbor Investment Advisory
Maryland
$23K – – –
PA
156
Procyon Advisors
Connecticut
$23K +$22.8K +435 New
CAL
157
Capital Analysts LLC
Pennsylvania
$20K – – –
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
AIC
159
Ameritas Investment Company
Nebraska
$19K – – –
CFGS
160
Concourse Financial Group Securities
Alabama
$17K – – –
CA
161
Clearstead Advisors
Ohio
$17K +$17K +323 New
GRP
162
Global Retirement Partners
California
$16K +$15.8K +300 New
SFSIG
163
San Francisco Sentry Investment Group
California
$16K +$16K +304 New
CWM
164
Cranbrook Wealth Management
Michigan
$14K -$893 -17 -6%
SMFS
165
Squar Milner Financial Services
California
$12K – – –
LPWM
166
Lake Point Wealth Management
Texas
$11K – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$10K -$105 -2 -1%
RFA
168
Reilly Financial Advisors
California
$10K – – –
SF
169
Synovus Financial
Georgia
$8K +$7.88K +150 New
SBL
170
Sargent Bickham Lagudis
Colorado
$7K – – –
PCIA
171
Prime Capital Investment Advisors
Kansas
$7K +$6.51K +124 New
TL
172
TrueWealth LLC
Georgia
$6K – – –
TCM
173
Tradewinds Capital Management
Washington
$6K +$5.51K +105 New
WWM
174
Willingdon Wealth Management
North Carolina
$5K – – –
OPS
175
Orion Portfolio Solutions
Nebraska
$5K +$4.83K +92 New
4 5 6
7
8

IUSB Hedge Fund Activity: Q1 2020 in Review

182 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2020, worth a combined $4.27B — up 4.7% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSB positions and 15 closed out — a net gain of 22 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Wells Fargo, adding an estimated $155M. The largest seller was BlackRock, cutting an estimated $51.5M.

  • 182 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2020, up from 166 in Q4 2019.
  • Funds reported $4.27B of iShares Core Universal USD Bond ETF stock for Q1 2020, up 4.7% quarter-over-quarter.
  • 37 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2020 and 15 closed out, a net change of +22 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q1 2020 was Wells Fargo, an estimated $155M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q1 2020 was BlackRock, an estimated $51.5M sold.

Based on aggregated 13F filings for Q1 2020.