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iShares Core Universal USD Bond ETF
IUSB

192 hedge funds and large institutions have $4.6B invested in iShares Core Universal USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$334M)

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

1.61% less ownership

Funds ownership: 92.36% → 90.75% (-1.6%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
3.94%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
30
Increased
80
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$59.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.8M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$21M
4
RFC
Regions Financial Corp
Alabama
+$18.1M
5
Wells Fargo
Wells Fargo
California
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.7M
2
Jane Street
Jane Street
New York
-$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
4
AWM
AE Wealth Management
Kansas
-$4.81M
5
SS
Simplicity Solutions
Minnesota
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$17K – – –
SFSIG
177
San Francisco Sentry Investment Group
California
$17K – – –
GRP
178
Global Retirement Partners
California
$16K – – –
CWM
179
Cranbrook Wealth Management
Michigan
$15K – – –
CAL
180
Capital Analysts LLC
Pennsylvania
$10K -$10K -187 -50%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$10K – – –
RFA
182
Reilly Financial Advisors
California
$10K – – –
SBL
183
Sargent Bickham Lagudis
Colorado
$7K +$54 +1 +0.8%
TL
184
TrueWealth LLC
Georgia
$6K +$54 +1 +0.9%
SPIA
185
Steward Partners Investment Advisory
New York
$5K – – –
AWA
186
Arkadios Wealth Advisors
Georgia
$4.15K – – –
TCM
187
Tradewinds Capital Management
Washington
$3K -$2.68K -50 -48%
CAAS
188
Capital Asset Advisory Services
Michigan
$3K – – –
OPS
189
Orion Portfolio Solutions
Nebraska
$1K -$4.18K -78 -85%
LAS
190
Lloyd Advisory Services
Georgia
$1K -$214 -4 -24%
SSB
191
Sandy Spring Bank
Maryland
$1K +$965 +18 New
JP Morgan Chase
192
JP Morgan Chase
New York
$1K +$1.29K +24 New
WP
193
WealthSource Partners
California
– -$2.33M -44,463 Closed
GIA
194
Gladstone Institutional Advisory
Florida
– -$1.42M -26,987 Closed
AI
195
Atria Investments
North Carolina
– -$607K -11,557 Closed
BAC
196
Boys Arnold & Co
North Carolina
– -$356K -6,772 Closed
WANY
197
Wealthspire Advisors (New York)
New York
– -$354K -6,746 Closed
TSS
198
Two Sigma Securities
New York
– -$314K -5,977 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
– -$234K -4,450 Closed
MA
200
Mutual Advisors
Nebraska
– -$221K -4,208 Closed
5 6 7
8
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IUSB Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q2 2020, worth a combined $4.6B — up 7.8% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IUSB positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.1M. The largest seller was BlackRock, cutting an estimated $30.7M.

  • 192 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $4.6B of iShares Core Universal USD Bond ETF stock for Q2 2020, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Core Universal USD Bond ETF positions in Q2 2020 and 17 closed out, a net change of +13 holders.
  • The largest iShares Core Universal USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $59.1M added.
  • The largest iShares Core Universal USD Bond ETF seller in Q2 2020 was BlackRock, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2020.