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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
FZCM
176
Flynn Zito Capital Management
New York
$2.76M +$2.8M +58,890 New
TCA
177
Transcend Capital Advisors
New Jersey
$2.75M -$104K -2,199 -4%
FWP
178
Firethorn Wealth Partners
Georgia
$2.57M -$809K -17,029 -24%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$2.56M -$1.22M -25,773 -32%
WWP
180
WR Wealth Planners
Missouri
$2.45M -$2K -42 -0.1%
LF
181
Lantz Financial
Illinois
$2.43M +$54K +1,136 +2%
SPC
182
Sigma Planning Corp
Michigan
$2.36M -$837K -17,617 -26%
LWAC
183
Laurel Wealth Advisors (California)
California
$2.36M +$793K +16,693 +50%
Comerica Bank
184
Comerica Bank
Texas
$2.28M -$112K -2,347 -5%
ST
185
Spinnaker Trust
Maine
$2.22M -$566K -11,913 -20%
SI
186
Stephens Inc
Arkansas
$2.21M -$57.5K -1,210 -2%
WA
187
WBH Advisory
Maryland
$2.18M +$1.47M +30,992 +200%
HIM
188
Hanlon Investment Management
New Jersey
$2.17M +$326K +6,853 +17%
F
189
F3Logic
Minnesota
$2.13M -$6.58M -138,378 -75%
USCWA
190
U.S. Capital Wealth Advisors
Texas
$2.13M +$163K +3,433 +8%
CAM
191
Concorde Asset Management
Michigan
$2.1M -$198K -4,166 -9%
GRP
192
Global Retirement Partners
California
$2.07M +$346K +7,291 +20%
HI
193
Harbour Investments
Wisconsin
$2.06M +$2.09M +44,003 New
1WM
194
1900 Wealth Management
Texas
$2.02M -$382K -8,038 -16%
AA
195
Ancora Advisors
Ohio
$2M +$124K +2,602 +6%
RWA
196
RGT Wealth Advisors
Texas
$1.97M -$31.5K -663 -2%
CFD
197
Creative Financial Designs
Indiana
$1.97M +$146K +3,068 +8%
RPSA
198
Richard P. Slaughter Associates
Texas
$1.89M +$1.92M +40,409 New
AWM
199
Apollon Wealth Management
South Carolina
$1.87M -$195K -4,102 -9%
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83M +$92.6K +1,949 +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.