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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
AT
151
American Trust
Kentucky
$4.04M -$956K -20,110 -19%
WEG
152
World Equity Group
Illinois
$4.01M +$323K +6,800 +9%
JP Morgan Chase
153
JP Morgan Chase
New York
$4M +$561K +11,802 +16%
CG
154
CFO4Life Group
Texas
$3.85M +$235K +4,936 +6%
PFM
155
Phillips Financial Management
Indiana
$3.79M +$160K +3,377 +4%
SWP
156
Summit Wealth Partners
Florida
$3.78M +$2.95M +62,045 +333%
PWMG
157
Provence Wealth Management Group
California
$3.72M +$188K +3,955 +5%
FHA
158
First Horizon Advisors
Tennessee
$3.71M +$3.76M +79,188 New
MYIA
159
Mount Yale Investment Advisors
Colorado
$3.62M +$235K +4,947 +7%
HIP
160
HUB Investment Partners
Texas
$3.57M +$178K +3,738 +5%
FAIM
161
Financial Advocates Investment Management
Washington
$3.53M +$221K +4,659 +7%
SA
162
Scarborough Advisors
Maryland
$3.47M +$3.52M +74,091 New
CFG
163
Cooper Financial Group
California
$3.35M +$383K +8,063 +13%
EPP
164
ETF Portfolio Partners
Kansas
$3.33M +$331K +6,965 +11%
SPAS
165
Spectrum Planning & Advisory Services
California
$3.31M -$379K -7,985 -10%
AWM
166
Alterna Wealth Management
Texas
$3.23M +$702K +14,776 +27%
SAMC
167
Spectrum Asset Management (California)
California
$3.11M -$13.6M -286,473 -81%
CP
168
Capital Planning
Washington
$3.06M -$3.14M -66,089 -50%
RSWM
169
Robertson Stephens Wealth Management
California
$3M -$1.16M -24,355 -28%
MWM
170
Maripau Wealth Management
Indiana
$2.95M -$203K -4,271 -6%
AF
171
Advisornet Financial
Minnesota
$2.91M -$616K -12,969 -17%
LW
172
Linscomb Wealth
Texas
$2.85M +$808K +17,003 +39%
PA
173
PFG Advisors
Arizona
$2.81M +$1.41M +29,702 +98%
TAIM
174
TD Ameritrade Investment Management
Nebraska
$2.77M +$821K +17,285 +41%
KPWG
175
KFA Private Wealth Group
Virginia
$2.76M +$145K +3,061 +5%

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.