iShares Core Universal USD Bond ETF
IUSB
22 hedge funds and large institutions have $450M invested in iShares Core Universal USD Bond ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
29% more funds holding
Funds holding: 17 → 22 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.8% less ownership
Funds ownership: 199.64% → 187.84% (-12%)
32% less capital invested
Capital invested by funds: $658M → $450M (-$209M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.89M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$7.17M |
| 3 |
Jane Street
New York
|
+$5.64M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.66M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$246M |
| 2 |
Morgan Stanley
New York
|
-$1.88M |
| 3 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
-$567K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$220K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$1K |
IUSB Hedge Fund Activity: Q1 2016 in Review
22 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Core Universal USD Bond ETF (IUSB) for Q1 2016, worth a combined $450M — down 32% from $658M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IUSB positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $8.89M. The largest seller was BlackRock Fund Advisors, cutting an estimated $246M.
- 22 institutional investors held iShares Core Universal USD Bond ETF (IUSB) as of Q1 2016, up from 17 in Q4 2015.
- Funds reported $450M of iShares Core Universal USD Bond ETF stock for Q1 2016, down 32% quarter-over-quarter.
- 6 funds opened new iShares Core Universal USD Bond ETF positions in Q1 2016 and 1 closed out, a net change of +5 holders.
- The largest iShares Core Universal USD Bond ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $8.89M added.
- The largest iShares Core Universal USD Bond ETF seller in Q1 2016 was BlackRock Fund Advisors, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2016.