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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$87.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.3M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$12.1M |
| 5 |
Jane Street
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$51.5M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$33.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$24.7M |
| 4 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$21.2M |
| 5 |
RPWA
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
-$19.4M |
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.