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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
SF
151
SWP Financial
California
$10.3M +$10.2M +227,226 New
CA
152
Claro Advisors
Massachusetts
$10.1M +$4.17M +92,807 +71%
CAL
153
Capital Analysts LLC
Pennsylvania
$9.95M +$5.63M +125,190 +132%
AA
154
Ancora Advisors
Ohio
$9.84M +$470K +10,452 +5%
TC
155
TownSquare Capital
Utah
$9.73M -$517K -11,488 -5%
SFS
156
Sowell Financial Services
Arkansas
$9.64M -$629K -13,987 -6%
OWMIAS
157
One Wealth Management Investment & Advisory Services
Florida
$9.36M -$398K -8,844 -4%
WI
158
Wintrust Investments
Illinois
$9.36M -$273K -6,067 -3%
RWRC
159
R.W. Roge & Company
New York
$9.2M -$139K -3,090 -1%
KW
160
KWB Wealth
California
$9.14M -$146K -3,237 -2%
Goldman Sachs
161
Goldman Sachs
New York
$9.01M -$737K -16,392 -8%
GGS
162
Galvin Gaustad & Stein
Arizona
$8.95M +$364K +8,105 +4%
ASN
163
Advisory Services Network
Georgia
$8.87M +$77.6K +1,726 +0.9%
MFA
164
Mayflower Financial Advisors
Massachusetts
$8.77M -$170K -3,775 -2%
Comerica Bank
165
Comerica Bank
Texas
$8.74M +$83.5K +1,857 +1%
SF
166
Summit Financial
New Jersey
$8.71M +$407K +9,043 +5%
VW
167
Veridan Wealth
Oregon
$8.59M +$8.35M +185,781 New
FFN
168
Focus Financial Network
Minnesota
$8.48M -$86.6K -1,926 -1%
CWS
169
Cypress Wealth Services
California
$8.44M -$739K -16,431 -8%
PS
170
Principal Securities
Iowa
$8.42M +$1.61M +35,863 +24%
LPAM
171
Lodestar Private Asset Management
California
$8.4M +$844K +18,771 +11%
TPWM
172
Twelve Points Wealth Management
Massachusetts
$8.36M +$1.59M +35,320 +24%
TSWM
173
Triangle Securities Wealth Management
North Carolina
$8.21M +$903K +20,077 +12%
CAG
174
Csenge Advisory Group
Florida
$8.14M -$963K -21,417 -11%
RFP
175
RCS Financial Planning
Maryland
$8.11M +$2.47M +54,982 +44%

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.