We are live on ! Find out more
IUSB icon

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
BAM
201
Belpointe Asset Management
Nevada
$1.76M +$33.7K +709 +2%
GFPC
202
Global Financial Private Client
Florida
$1.75M -$935K -19,678 -35%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M +$311K +6,552 +22%
SWP
204
ShoreHaven Wealth Partners
New Jersey
$1.68M -$456K -9,593 -21%
NCM
205
NCM Capital Management
New Jersey
$1.66M +$123K +2,587 +8%
PAMG
206
Patton Albertson Miller Group
Tennessee
$1.66M -$1.35M -28,476 -44%
VC
207
Veracity Capital
Georgia
$1.63M -$64K -1,346 -4%
FCA
208
FinTrust Capital Advisors
South Carolina
$1.61M +$71.3K +1,500 +5%
IA
209
IFG Advisory
Georgia
$1.6M +$96.1K +2,022 +6%
KFS
210
Kelly Financial Services
Massachusetts
$1.6M -$64.5K -1,357 -4%
PCM
211
Parsons Capital Management
Rhode Island
$1.59M -$82.2K -1,729 -5%
BCI
212
Brinker Capital Investments
Pennsylvania
$1.57M -$1.41M -29,587 -47%
T
213
TRUADVICE
Florida
$1.57M +$28.6K +602 +2%
WA
214
Wilshire Advisors
California
$1.55M +$1.57M +33,037 New
IFAM
215
Institutional & Family Asset Management
Colorado
$1.54M -$29.4K -618 -2%
CAG
216
Csenge Advisory Group
Florida
$1.53M +$4.37K +92 +0.3%
APA
217
American Portfolios Advisors
New York
$1.51M +$109K +2,303 +8%
MFA
218
Mayflower Financial Advisors
Massachusetts
$1.51M +$847K +17,832 +123%
Millennium Management
219
Millennium Management
New York
$1.5M +$1.52M +32,045 New
CIBC World Market
220
CIBC World Market
Ontario, Canada
$1.49M +$877K +18,455 +138%
SP
221
Successful Portfolios
Florida
$1.49M -$1.76M -37,062 -54%
FHC
222
First Heartland Consultants
Missouri
$1.48M +$1.5M +31,574 New
KFAA
223
Klaas Financial Asset Advisors
Illinois
$1.45M +$57.7K +1,214 +4%
IF
224
Intrua Financial
Texas
$1.43M -$113K -2,382 -7%
UCFA
225
United Capital Financial Advisors
Texas
$1.39M +$405K +8,533 +40%

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.